+81.0%
HBAN vs SWKS
-20.0%
+101.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -1.0% |
| 7D | +0.7% | +12.5% | -11.9% | -2.1% |
| 30D | -3.2% | +10.5% | -13.7% | -5.6% |
| 3M | +4.0% | -7.4% | +11.3% | +5.2% |
| 6M | +3.1% | +32.7% | -29.5% | -6.4% |
| YTD | 0.0% | +19.2% | -19.1% | -6.8% |
| 1Y | -1.2% | +2.4% | -3.6% | -4.5% |
| All | +81.0% | -20.0% | +101.0% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 3y: compounded portfolio wealth divided by compounded SWKS 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…
3y analysis · Full analysis span regression · 6 months rolling