-41.2%
SWKS vs HUBS
-75.9%
+34.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.3% | +4.2% | +0.8% |
| 7D | -3.1% | -12.9% | +9.8% | -0.4% |
| 30D | +8.3% | -13.7% | +22.0% | +11.4% |
| 3M | +20.2% | -8.8% | +29.0% | +20.0% |
| 6M | +24.9% | -0.2% | +25.1% | +17.7% |
| YTD | +33.2% | -50.9% | +84.1% | +49.7% |
| 1Y | +23.6% | -49.0% | +72.6% | +37.0% |
| 3Y | +1.3% | -54.1% | +55.3% | +11.0% |
| All | -41.2% | -75.9% | +34.7% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 5y: compounded portfolio wealth divided by compounded HUBS 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…
5y analysis · Full analysis span regression · 6 months rolling