+45.9%
HLT vs SWKS
+14.2%
+31.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.9% | +6.4% | +3.6% |
| 7D | +7.7% | -4.9% | +12.6% | +7.8% |
| 30D | +19.1% | -1.2% | +20.3% | +19.1% |
| 3M | +20.7% | +24.2% | -3.4% | +19.0% |
| 6M | +21.0% | +21.5% | -0.4% | +17.6% |
| YTD | +31.3% | +33.5% | -2.2% | +23.8% |
| 1Y | +45.9% | +18.9% | +26.9% | +41.2% |
| All | +45.9% | +14.2% | +31.7% | +41.2% |
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 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