+18.9%
SWKS vs HUBB
-4.0%
+22.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.5% | -0.5% | -2.1% |
| 7D | -4.9% | +0.2% | -5.2% | -5.0% |
| 30D | -1.2% | -8.8% | +7.6% | +1.7% |
| 3M | +24.2% | -12.5% | +36.6% | +29.4% |
| 6M | +21.5% | -14.5% | +36.0% | +25.6% |
| YTD | +33.5% | -0.4% | +33.9% | +24.6% |
| 1Y | +18.9% | -3.4% | +22.4% | +14.4% |
| All | +18.9% | -4.0% | +22.9% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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