+189.8%
HOOD vs SWKS
-53.5%
+243.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.5% | -5.6% | -4.1% |
| 7D | +17.1% | +12.5% | +4.6% | +9.1% |
| 30D | +31.6% | +10.5% | +21.1% | +23.5% |
| 3M | +38.2% | -7.4% | +45.6% | +42.2% |
| 6M | +48.5% | +32.7% | +15.9% | +15.8% |
| YTD | +8.0% | +19.2% | -11.2% | -10.9% |
| 1Y | +18.7% | +2.4% | +16.3% | +8.7% |
| 3Y | +999.1% | -25.6% | +1,024.7% | +1,047.4% |
| All | +189.8% | -53.5% | +243.3% | +347.8% |
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