+35.9%
HLT vs SWKS
+33.5%
+2.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.7% | -3.8% | -1.2% |
| 7D | +0.8% | +10.9% | -10.0% | +0.6% |
| 30D | +13.1% | +17.6% | -4.5% | +12.6% |
| 3M | +15.6% | +29.2% | -13.6% | +14.0% |
| 6M | +19.0% | +37.0% | -18.0% | +15.2% |
| YTD | +29.9% | +44.9% | -15.0% | +21.9% |
| 1Y | +35.9% | +33.8% | +2.1% | +30.0% |
| All | +35.9% | +33.5% | +2.4% | +30.0% |
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