+32.4%
SWKS vs HRB
+246.2%
-213.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | +1.5% |
| 7D | -2.7% | -2.4% | -0.3% | -2.3% |
| 30D | +8.5% | +15.7% | -7.2% | +4.6% |
| 3M | +17.3% | +11.4% | +5.9% | +13.3% |
| 6M | +25.1% | +40.7% | -15.6% | +13.3% |
| YTD | +33.3% | +21.0% | +12.4% | +24.2% |
| 1Y | +22.9% | +7.2% | +15.7% | +18.2% |
| 3Y | +5.5% | +29.2% | -23.6% | -5.5% |
| 5Y | -41.9% | +142.3% | -184.2% | -57.0% |
| 10Y | +32.4% | +253.1% | -220.6% | -15.3% |
| All | +32.4% | +246.2% | -213.8% | -15.3% |
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