+113.0%
HOOD vs SWKS
-42.6%
+155.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +2.0% | +2.6% |
| 7D | -4.8% | -6.2% | +1.4% | -1.4% |
| 30D | -26.1% | -1.5% | -24.6% | -25.7% |
| 3M | -10.8% | +23.0% | -33.8% | -23.4% |
| 6M | +2.4% | +27.6% | -25.3% | -17.9% |
| YTD | -28.5% | +32.3% | -60.8% | -46.0% |
| 1Y | -36.3% | +20.1% | -56.5% | -48.3% |
| 3Y | +743.7% | +0.6% | +743.0% | +583.9% |
| All | +113.0% | -42.6% | +155.6% | +177.9% |
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