+8,007.1%
SWKS vs HUBB
+152,497.4%
-144,490.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | +12.5% | +0.5% | +12.0% | +12.5% |
| 30D | +10.5% | -10.0% | +20.5% | +10.7% |
| 3M | -7.4% | -4.8% | -2.6% | -7.3% |
| 6M | +32.7% | -5.6% | +38.2% | +32.8% |
| YTD | +19.2% | +4.7% | +14.5% | +19.0% |
| 1Y | +2.4% | +6.7% | -4.3% | +2.2% |
| 3Y | -25.6% | +45.8% | -71.4% | -26.1% |
| 5Y | -53.4% | +145.9% | -199.4% | -54.1% |
| 10Y | +23.2% | +418.6% | -395.4% | +20.0% |
| All | +8,007.1% | +152,497.4% | -144,490.3% | +3,721.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling