+78.3%
SWK vs HALO
+49.6%
+28.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.5% |
| 7D | -2.3% | -22.0% | +19.7% | +2.1% |
| 30D | +30.4% | -8.5% | +38.9% | +32.1% |
| 3M | +12.1% | -0.9% | +13.1% | +11.8% |
| 6M | +49.1% | +53.1% | -4.0% | +33.9% |
| YTD | +60.4% | +51.1% | +9.4% | +44.4% |
| 1Y | +78.3% | +45.0% | +33.3% | +64.5% |
| All | +78.3% | +49.6% | +28.7% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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