+32.1%
SWKS vs HRB
+249.6%
-217.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.2% | +5.4% | +2.1% |
| 7D | -6.2% | +2.7% | -8.8% | -6.8% |
| 30D | -1.5% | +22.1% | -23.6% | -6.1% |
| 3M | +23.0% | +15.7% | +7.3% | +17.8% |
| 6M | +27.6% | +83.3% | -55.7% | +7.4% |
| YTD | +32.3% | +25.0% | +7.3% | +22.3% |
| 1Y | +20.1% | +6.9% | +13.2% | +15.8% |
| 3Y | +0.6% | +39.0% | -38.4% | -11.6% |
| 5Y | -42.3% | +146.4% | -188.7% | -57.4% |
| All | +32.1% | +249.6% | -217.5% | -16.1% |
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