-0.6%
SWKS vs HAS
+182.9%
-183.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.4% |
| 7D | -9.2% | 0.0% | -9.2% | -9.2% |
| 30D | -1.9% | +31.3% | -33.2% | -13.0% |
| 3M | +21.2% | +32.1% | -10.9% | +7.0% |
| 6M | +12.9% | +28.1% | -15.2% | -0.3% |
| YTD | +30.7% | +49.1% | -18.4% | +5.9% |
| 1Y | +14.1% | +60.5% | -46.4% | -11.2% |
| All | -0.6% | +182.9% | -183.5% | -42.6% |
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