+85.2%
SWK vs USHY
+1.9%
+83.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.7% | +12.4% | +10.0% |
| 7D | +17.9% | -0.2% | +18.1% | +18.8% |
| 30D | +31.9% | +0.7% | +31.3% | +27.6% |
| 3M | +16.6% | -2.2% | +18.8% | +30.5% |
| 6M | +61.1% | -0.9% | +62.0% | +69.3% |
| YTD | +64.2% | +0.2% | +64.1% | +65.2% |
| 1Y | +85.2% | +1.7% | +83.5% | +67.2% |
| All | +85.2% | +1.9% | +83.4% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded USHY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling