-45.0%
HOOD vs SW
+25.8%
-70.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -1.5% | -8.8% | -10.0% |
| 7D | -14.4% | +4.7% | -19.1% | -15.2% |
| 30D | -30.0% | +5.0% | -35.0% | -30.7% |
| 3M | -15.5% | -7.3% | -8.2% | -14.2% |
| 6M | +1.8% | +15.0% | -13.2% | -2.1% |
| YTD | -30.7% | +18.5% | -49.2% | -36.9% |
| 1Y | -45.0% | +27.1% | -72.1% | -52.4% |
| All | -45.0% | +25.8% | -70.8% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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