+111.8%
HOOD vs SWKS
-44.4%
+156.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.1% | -8.3% | -9.2% |
| 7D | -14.4% | -9.2% | -5.2% | -9.7% |
| 30D | -30.0% | -1.9% | -28.1% | -29.4% |
| 3M | -15.5% | +21.2% | -36.8% | -26.9% |
| 6M | +1.8% | +12.9% | -11.1% | -12.4% |
| YTD | -30.7% | +30.7% | -61.4% | -47.3% |
| 1Y | -45.0% | +14.1% | -59.1% | -53.7% |
| 3Y | +709.0% | -1.7% | +710.7% | +566.4% |
| 5Y | +111.8% | -43.0% | +154.8% | +171.1% |
| All | +111.8% | -44.4% | +156.2% | +171.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling