+17.9%
SWKS vs DHI
-23.3%
+41.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -2.4% | +12.2% | +10.3% |
| 7D | +17.5% | -6.1% | +23.6% | +19.1% |
| 30D | +23.0% | -10.1% | +33.1% | +25.8% |
| 3M | +19.5% | -7.3% | +26.9% | +21.1% |
| 6M | +54.3% | -6.1% | +60.4% | +54.4% |
| YTD | +35.3% | -5.0% | +40.3% | +34.7% |
| 1Y | +17.9% | -22.1% | +40.0% | +18.8% |
| All | +17.9% | -23.3% | +41.1% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling