+81.3%
SWK vs USHY
+2.0%
+79.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +1.3% |
| 7D | +10.7% | +0.8% | +9.9% | +7.0% |
| 30D | +33.3% | +0.2% | +33.1% | +31.8% |
| 3M | +14.7% | -1.7% | +16.3% | +25.0% |
| 6M | +48.5% | -0.6% | +49.2% | +54.3% |
| YTD | +63.9% | +0.8% | +63.1% | +59.7% |
| All | +81.3% | +2.0% | +79.3% | +63.9% |
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