+32.1%
SWKS vs HDB
+57.5%
-25.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +0.5% |
| 7D | -6.2% | +13.3% | -19.5% | -10.9% |
| 30D | -1.5% | +13.6% | -15.0% | -6.6% |
| 3M | +23.0% | +5.8% | +17.2% | +19.5% |
| 6M | +27.6% | -1.9% | +29.5% | +26.8% |
| YTD | +32.3% | -31.2% | +63.5% | +51.7% |
| 1Y | +20.1% | -29.6% | +49.7% | +36.1% |
| 3Y | +0.6% | -10.1% | +10.7% | -0.3% |
| 5Y | -42.3% | -24.3% | -18.0% | -39.4% |
| All | +32.1% | +57.5% | -25.4% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling