+739.8%
HBAN vs SWKS
+9,308.1%
-8,568.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.1% | +2.8% |
| 7D | -0.6% | -2.7% | +2.2% | -0.2% |
| 30D | +3.9% | +8.5% | -4.6% | +2.8% |
| 3M | -8.4% | +17.3% | -25.7% | -10.7% |
| 6M | +0.6% | +25.1% | -24.5% | -3.2% |
| YTD | -5.5% | +33.3% | -38.9% | -10.3% |
| 1Y | +5.4% | +22.9% | -17.5% | +1.1% |
| 3Y | +76.7% | +5.5% | +71.2% | +70.3% |
| 5Y | +25.1% | -41.9% | +67.0% | +29.0% |
| 10Y | +121.5% | +32.4% | +89.1% | +104.4% |
| All | +739.8% | +9,308.1% | -8,568.3% | +403.2% |
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 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