+499.1%
HAL vs SWKS
+9,124.1%
-8,625.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.2% | -3.0% |
| 7D | -11.1% | -9.2% | -1.9% | -9.9% |
| 30D | -2.4% | -1.9% | -0.5% | -2.2% |
| 3M | +0.8% | +21.2% | -20.4% | -2.3% |
| 6M | -22.8% | +12.9% | -35.7% | -25.0% |
| YTD | +14.5% | +30.7% | -16.2% | +8.7% |
| 1Y | +20.2% | +14.1% | +6.0% | +16.2% |
| 3Y | -15.2% | -1.7% | -13.5% | -17.5% |
| 5Y | +42.5% | -43.0% | +85.5% | +47.2% |
| 10Y | -16.5% | +34.3% | -50.8% | -21.9% |
| All | +499.1% | +9,124.1% | -8,625.0% | +271.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling