-22.8%
HAL vs SWK
+55.2%
-78.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.6% | -0.7% | -3.7% |
| 7D | -11.1% | +11.3% | -22.3% | -9.3% |
| 30D | -2.4% | +28.1% | -30.5% | +1.5% |
| 3M | +0.8% | +12.6% | -11.8% | +2.3% |
| 6M | -22.8% | +51.7% | -74.5% | -16.2% |
| All | -22.8% | +55.2% | -78.0% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 6mo: compounded portfolio wealth divided by compounded SWK 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…
6mo analysis · Full analysis span regression · 6 months rolling