+33.8%
SWKS vs HDB
-29.3%
+63.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.9% | +2.8% |
| 7D | +10.9% | +4.1% | +6.8% | +10.6% |
| 30D | +17.6% | +13.0% | +4.6% | +16.6% |
| 3M | +29.2% | +11.3% | +18.0% | +28.2% |
| 6M | +37.0% | +6.9% | +30.0% | +36.2% |
| YTD | +44.9% | -29.6% | +74.6% | +47.8% |
| 1Y | +33.8% | -29.5% | +63.3% | +36.1% |
| All | +33.8% | -29.3% | +63.1% | +36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling