+78.7%
SWK vs USHY
+1.6%
+77.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | +0.4% |
| 7D | +11.3% | +0.3% | +11.0% | +10.1% |
| 30D | +31.5% | -0.1% | +31.6% | +32.2% |
| 3M | +14.4% | -1.9% | +16.3% | +25.8% |
| 6M | +46.4% | -1.0% | +47.4% | +54.9% |
| YTD | +61.6% | +0.4% | +61.2% | +60.3% |
| 1Y | +78.7% | +1.4% | +77.3% | +64.5% |
| All | +78.7% | +1.6% | +77.1% | +64.5% |
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