+122.7%
HOOD vs SWKS
-37.3%
+160.0%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -4.2% |
| 7D | -3.8% | +9.4% | -13.2% | -8.4% |
| 30D | -23.0% | +17.0% | -39.9% | -29.3% |
| 3M | -21.6% | +28.9% | -50.6% | -34.2% |
| 6M | +1.4% | +33.1% | -31.7% | -19.9% |
| YTD | -31.2% | +44.8% | -75.9% | -50.4% |
| 1Y | -35.9% | +36.2% | -72.1% | -51.7% |
| 3Y | +836.9% | +11.5% | +825.5% | +614.4% |
| All | +122.7% | -37.3% | +160.0% | +164.7% |
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