+789.5%
HBAN vs SWKS
+8,307.4%
-7,517.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -0.6% |
| 7D | +0.7% | +12.5% | -11.9% | -0.9% |
| 30D | -3.2% | +10.5% | -13.7% | -4.5% |
| 3M | +4.0% | -7.4% | +11.3% | +4.6% |
| 6M | +3.1% | +32.7% | -29.5% | -1.4% |
| YTD | 0.0% | +19.2% | -19.1% | -3.2% |
| 1Y | -1.2% | +2.4% | -3.6% | -2.7% |
| 3Y | +72.5% | -25.6% | +98.1% | +74.4% |
| 5Y | +39.3% | -53.4% | +92.7% | +48.1% |
| 10Y | +157.3% | +23.2% | +134.2% | +140.7% |
| All | +789.5% | +8,307.4% | -7,517.9% | +443.0% |
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