+24.8%
SWK vs HALO
+45.2%
-20.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -2.5% |
| 7D | +0.1% | +0.5% | -0.4% | 0.0% |
| 30D | -8.9% | +5.0% | -13.9% | -9.8% |
| 3M | +20.5% | +53.1% | -32.6% | +8.8% |
| 6M | +27.1% | +60.8% | -33.7% | +12.8% |
| YTD | +30.2% | +60.9% | -30.8% | +15.4% |
| 1Y | +24.8% | +42.8% | -18.0% | +8.9% |
| All | +24.8% | +45.2% | -20.4% | +8.9% |
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