+499.1%
HAL vs SWK
+1,542.3%
-1,043.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.6% | -0.7% | -2.0% |
| 7D | -11.1% | +11.3% | -22.3% | -16.3% |
| 30D | -2.4% | +28.1% | -30.5% | -14.4% |
| 3M | +0.8% | +12.6% | -11.8% | -6.3% |
| 6M | -22.8% | +51.7% | -74.5% | -39.1% |
| YTD | +14.5% | +60.0% | -45.5% | -13.7% |
| 1Y | +20.2% | +72.7% | -52.5% | -13.2% |
| 3Y | -15.2% | +46.3% | -61.5% | -36.9% |
| 5Y | +42.5% | -24.6% | +67.2% | +39.6% |
| 10Y | -16.5% | +32.2% | -48.7% | -37.5% |
| All | +499.1% | +1,542.3% | -1,043.2% | +61.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling