+36.2%
SWKS vs HBM
+25.3%
+10.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | +9.4% | +2.2% | +7.2% | +9.0% |
| 30D | +17.0% | -11.8% | +28.8% | +18.6% |
| 3M | +28.9% | -19.2% | +48.1% | +31.4% |
| 6M | +33.1% | -22.9% | +56.0% | +35.6% |
| YTD | +44.8% | +7.8% | +37.0% | +35.3% |
| 1Y | +36.2% | +34.9% | +1.3% | +16.1% |
| All | +36.2% | +25.3% | +10.9% | +16.1% |
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