+39.7%
HAL vs SWKS
-42.6%
+82.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.6% |
| 7D | -12.0% | -6.2% | -5.8% | -10.5% |
| 30D | +0.3% | -1.5% | +1.8% | +0.6% |
| 3M | -1.6% | +23.0% | -24.6% | -8.1% |
| 6M | -20.5% | +27.6% | -48.1% | -27.8% |
| YTD | +14.2% | +32.3% | -18.1% | +1.4% |
| 1Y | +18.9% | +20.1% | -1.3% | +8.8% |
| 3Y | -13.7% | +0.6% | -14.4% | -22.2% |
| All | +39.7% | -42.6% | +82.4% | +47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling