+735.6%
HBAN vs SWKS
+9,294.5%
-8,558.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.1% | -3.1% | +3.0% | +0.3% |
| 30D | +3.4% | +8.3% | -4.9% | +2.3% |
| 3M | -9.1% | +20.2% | -29.3% | -11.6% |
| 6M | +0.1% | +24.9% | -24.8% | -3.7% |
| YTD | -6.0% | +33.2% | -39.2% | -10.7% |
| 1Y | +4.0% | +23.6% | -19.5% | -0.2% |
| 3Y | +74.5% | +1.3% | +73.2% | +69.0% |
| 5Y | +24.3% | -40.6% | +64.9% | +27.9% |
| 10Y | +107.3% | +35.3% | +72.0% | +90.8% |
| All | +735.6% | +9,294.5% | -8,558.9% | +400.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling