+8,972.1%
SWKS vs HUBB
+146,154.7%
-137,182.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.7% |
| 7D | -2.7% | +1.8% | -4.6% | -2.8% |
| 30D | +8.5% | -6.9% | +15.4% | +8.6% |
| 3M | +17.3% | -13.8% | +31.1% | +17.6% |
| 6M | +25.1% | -9.8% | +34.9% | +25.4% |
| YTD | +33.3% | +0.3% | +33.0% | +33.3% |
| 1Y | +22.9% | -3.3% | +26.2% | +22.9% |
| 3Y | +5.5% | +61.0% | -55.5% | +4.6% |
| 5Y | -41.9% | +128.5% | -170.4% | -42.7% |
| 10Y | +32.4% | +398.9% | -366.5% | +29.1% |
| All | +8,972.1% | +146,154.7% | -137,182.6% | +4,179.6% |
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