+9,358.3%
SWKS vs DHI
+12,945.6%
-3,587.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.7% | +3.9% |
| 7D | +12.5% | -3.1% | +15.7% | +13.6% |
| 30D | +10.5% | -5.5% | +16.0% | +12.2% |
| 3M | -7.4% | -2.2% | -5.2% | -7.2% |
| 6M | +32.7% | -6.0% | +38.6% | +34.0% |
| YTD | +19.2% | 0.0% | +19.2% | +17.8% |
| 1Y | +2.4% | -18.2% | +20.6% | +7.2% |
| 3Y | -25.6% | +22.5% | -48.2% | -32.6% |
| 5Y | -53.4% | +58.4% | -111.8% | -61.4% |
| 10Y | +23.2% | +405.2% | -382.0% | -29.8% |
| All | +9,358.3% | +12,945.6% | -3,587.3% | +2,568.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling