+2.5%
SWKS vs HRB
+25.0%
-22.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | -3.1% | -4.0% | +0.9% | -2.9% |
| 30D | +8.3% | +15.8% | -7.4% | +7.0% |
| 3M | +20.2% | +12.0% | +8.2% | +18.9% |
| 6M | +24.9% | +40.7% | -15.8% | +20.5% |
| YTD | +33.2% | +21.0% | +12.2% | +32.8% |
| 1Y | +23.6% | +11.7% | +11.9% | +25.4% |
| All | +2.5% | +25.0% | -22.4% | -1.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling