-25.2%
SWKS vs HAS
+44.2%
-69.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.7% |
| 7D | +12.5% | -1.8% | +14.3% | +13.4% |
| 30D | +10.5% | +2.3% | +8.2% | +9.3% |
| 3M | -7.4% | +10.4% | -17.8% | -11.3% |
| 6M | +32.7% | -3.2% | +35.9% | +32.4% |
| YTD | +19.2% | +15.4% | +3.8% | +8.9% |
| 1Y | +2.4% | +18.8% | -16.4% | -7.9% |
| All | -25.2% | +44.2% | -69.4% | -40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling