+35.3%
SWKS vs HRB
+252.0%
-216.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | -3.1% | -4.0% | +0.9% | -2.4% |
| 30D | +8.3% | +15.8% | -7.4% | +4.4% |
| 3M | +20.2% | +12.0% | +8.2% | +16.0% |
| 6M | +24.9% | +40.7% | -15.8% | +13.1% |
| YTD | +33.2% | +21.0% | +12.2% | +23.9% |
| 1Y | +23.6% | +11.7% | +11.9% | +17.5% |
| 3Y | +1.3% | +25.0% | -23.7% | -8.6% |
| 5Y | -40.6% | +141.0% | -181.6% | -56.1% |
| 10Y | +35.3% | +241.3% | -206.0% | -14.0% |
| All | +35.3% | +252.0% | -216.7% | -14.0% |
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