+50.8%
SWKS vs DHI
+494.1%
-443.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | +9.4% | -4.1% | +13.5% | +11.3% |
| 30D | +17.0% | +9.3% | +7.7% | +11.5% |
| 3M | +28.9% | -2.6% | +31.5% | +28.7% |
| 6M | +33.1% | +4.1% | +29.1% | +28.1% |
| YTD | +44.8% | +2.3% | +42.5% | +38.8% |
| 1Y | +36.2% | +2.7% | +33.5% | +30.0% |
| 3Y | +11.5% | +23.2% | -11.7% | -6.5% |
| 5Y | -37.1% | +57.3% | -94.4% | -54.8% |
| All | +50.8% | +494.1% | -443.3% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling