+25.6%
HAL vs SWKS
+14.2%
+11.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -2.9% |
| 7D | -7.7% | -4.9% | -2.8% | -7.3% |
| 30D | +0.7% | -1.2% | +1.9% | +0.8% |
| 3M | +2.5% | +24.2% | -21.7% | +0.5% |
| 6M | -20.7% | +21.5% | -42.2% | -21.5% |
| YTD | +18.4% | +33.5% | -15.1% | +15.5% |
| 1Y | +25.6% | +18.9% | +6.7% | +26.1% |
| All | +25.6% | +14.2% | +11.4% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling