+59.1%
HL vs SWKS
+8,307.4%
-8,248.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.5% | -6.0% | -2.8% |
| 7D | +1.5% | +12.5% | -11.0% | +0.4% |
| 30D | +25.1% | +10.5% | +14.6% | +23.9% |
| 3M | +22.9% | -7.4% | +30.3% | +23.8% |
| 6M | -4.9% | +32.7% | -37.6% | -7.5% |
| YTD | +7.8% | +19.2% | -11.3% | +5.8% |
| 1Y | +133.9% | +2.4% | +131.5% | +132.5% |
| 3Y | +380.9% | -25.6% | +406.5% | +387.1% |
| 5Y | +230.2% | -53.4% | +283.6% | +245.4% |
| 10Y | +265.6% | +23.2% | +242.4% | +257.3% |
| All | +59.1% | +8,307.4% | -8,248.3% | +57.2% |
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