+250.7%
HOOD vs SW
+1.9%
+248.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.5% |
| 7D | +17.1% | -5.1% | +22.2% | +19.1% |
| 30D | +31.6% | -4.6% | +36.2% | +33.7% |
| 3M | +38.2% | +9.4% | +28.9% | +32.8% |
| 6M | +48.5% | +3.5% | +45.0% | +44.8% |
| YTD | +8.0% | +22.0% | -14.1% | -1.7% |
| 1Y | +18.7% | +2.2% | +16.4% | +14.4% |
| 3Y | +999.1% | +19.6% | +979.5% | +900.8% |
| 5Y | +181.7% | -2.3% | +184.0% | +160.0% |
| All | +250.7% | +1.9% | +248.8% | +214.3% |
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