+20.1%
SWKS vs HUBB
-7.4%
+27.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.5% | -1.3% | +0.4% |
| 7D | -6.2% | +1.7% | -7.8% | -6.7% |
| 30D | -1.5% | -9.7% | +8.2% | +1.6% |
| 3M | +23.0% | -15.2% | +38.1% | +29.3% |
| 6M | +27.6% | -14.0% | +41.6% | +32.3% |
| YTD | +32.3% | -2.4% | +34.8% | +24.9% |
| 1Y | +20.1% | -5.8% | +25.9% | +16.5% |
| All | +20.1% | -7.4% | +27.5% | +16.5% |
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