+29.5%
SWK vs HRB
+246.2%
-216.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.2% | +6.1% | +3.8% |
| 7D | +10.7% | -2.4% | +13.1% | +11.6% |
| 30D | +33.3% | +15.7% | +17.6% | +27.4% |
| 3M | +14.7% | +11.4% | +3.3% | +9.9% |
| 6M | +48.5% | +40.7% | +7.8% | +30.9% |
| YTD | +63.9% | +21.0% | +42.9% | +49.5% |
| 1Y | +80.4% | +7.2% | +73.2% | +71.6% |
| 3Y | +58.1% | +29.2% | +29.0% | +36.1% |
| 5Y | -24.5% | +142.3% | -166.8% | -50.7% |
| 10Y | +29.5% | +253.1% | -223.6% | -30.3% |
| All | +29.5% | +246.2% | -216.8% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling