+20.1%
SWKS vs HAS
+59.5%
-39.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | -6.2% | -0.2% | -6.0% | -6.1% |
| 30D | -1.5% | +31.0% | -32.5% | -6.5% |
| 3M | +23.0% | +30.7% | -7.7% | +16.6% |
| 6M | +27.6% | +23.9% | +3.7% | +19.8% |
| YTD | +32.3% | +48.3% | -16.0% | +14.5% |
| 1Y | +20.1% | +60.2% | -40.1% | -0.9% |
| All | +20.1% | +59.5% | -39.3% | -0.9% |
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