+80.2%
SWKS vs HUBS
+651.4%
-571.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.9% | +6.5% | +4.4% |
| 7D | +12.5% | -5.0% | +17.5% | +14.0% |
| 30D | +10.5% | -1.0% | +11.5% | +9.1% |
| 3M | -7.4% | +12.4% | -19.8% | -13.1% |
| 6M | +32.7% | -11.1% | +43.8% | +28.8% |
| YTD | +19.2% | -38.3% | +57.5% | +27.8% |
| 1Y | +2.4% | -46.7% | +49.1% | +14.2% |
| 3Y | -25.6% | -55.1% | +29.5% | -15.5% |
| 5Y | -53.4% | -64.8% | +11.4% | -47.8% |
| 10Y | +23.2% | +334.3% | -311.1% | -44.9% |
| All | +80.2% | +651.4% | -571.2% | -34.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling