+23.8%
SWKS vs HCA
+11.7%
+12.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.8% |
| 7D | -2.7% | +7.9% | -10.7% | -2.5% |
| 30D | +8.5% | +11.9% | -3.4% | +8.7% |
| 3M | +17.3% | +22.4% | -5.1% | +17.6% |
| 6M | +25.1% | +16.5% | +8.6% | +27.7% |
| YTD | +33.3% | +8.7% | +24.6% | +37.8% |
| All | +23.8% | +11.7% | +12.0% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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