+18.9%
SWKS vs HAS
+66.3%
-47.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.1% | -6.0% | -3.5% |
| 7D | -4.9% | +2.4% | -7.4% | -5.4% |
| 30D | -1.2% | +31.6% | -32.8% | -6.3% |
| 3M | +24.2% | +33.9% | -9.7% | +17.1% |
| 6M | +21.5% | +31.4% | -9.9% | +12.1% |
| YTD | +33.5% | +51.6% | -18.2% | +14.1% |
| 1Y | +18.9% | +65.2% | -46.3% | -5.1% |
| All | +18.9% | +66.3% | -47.4% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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