+18.9%
SWKS vs HBM
+47.3%
-28.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.6% | -6.5% | -3.4% |
| 7D | -4.9% | -5.8% | +0.9% | -4.2% |
| 30D | -1.2% | -18.5% | +17.3% | +1.3% |
| 3M | +24.2% | -10.3% | +34.4% | +24.7% |
| 6M | +21.5% | +2.1% | +19.4% | +21.4% |
| YTD | +33.5% | +12.0% | +21.5% | +24.9% |
| 1Y | +18.9% | +49.8% | -30.8% | +0.6% |
| All | +18.9% | +47.3% | -28.4% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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