+31.4%
SWKS vs HDB
-28.3%
+59.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.2% | +5.8% | +6.0% |
| 7D | +5.7% | +6.9% | -1.3% | +5.3% |
| 30D | +17.3% | +15.2% | +2.1% | +16.2% |
| 3M | +28.3% | +11.7% | +16.5% | +27.2% |
| 6M | +26.1% | +7.5% | +18.5% | +25.3% |
| YTD | +41.1% | -28.8% | +69.9% | +43.6% |
| 1Y | +31.4% | -29.1% | +60.5% | +33.4% |
| All | +31.4% | -28.3% | +59.7% | +33.4% |
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