+45.4%
THC vs SWK
+74.4%
-28.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +1.0% | -1.4% | +2.3% | +1.4% |
| 30D | +5.3% | +25.5% | -20.1% | -0.8% |
| 3M | +7.1% | +11.8% | -4.7% | +3.7% |
| 6M | +46.0% | +48.7% | -2.7% | +32.5% |
| YTD | +43.9% | +57.2% | -13.3% | +24.3% |
| 1Y | +45.4% | +75.3% | -29.8% | +21.9% |
| All | +45.4% | +74.4% | -28.9% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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