+151.0%
HOOD vs SW
+0.5%
+150.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.1% | -2.1% | +0.7% |
| 7D | -4.4% | +12.1% | -16.4% | -8.0% |
| 30D | -23.4% | +6.6% | -30.0% | -25.0% |
| 3M | -6.5% | -6.0% | -0.5% | -4.7% |
| 6M | +14.2% | +21.5% | -7.3% | +5.6% |
| YTD | -22.7% | +20.3% | -43.0% | -29.5% |
| 1Y | -36.1% | +28.1% | -64.3% | -43.1% |
| 3Y | +802.1% | +51.6% | +750.5% | +679.0% |
| 5Y | +135.8% | -0.1% | +135.9% | +112.4% |
| All | +151.0% | +0.5% | +150.5% | +125.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling