+8,794.6%
SWKS vs HAS
+4,678.1%
+4,116.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.5% |
| 7D | -9.2% | 0.0% | -9.2% | -9.2% |
| 30D | -1.9% | +31.3% | -33.2% | -11.5% |
| 3M | +21.2% | +32.1% | -10.9% | +8.9% |
| 6M | +12.9% | +28.1% | -15.2% | +1.8% |
| YTD | +30.7% | +49.1% | -18.4% | +10.9% |
| 1Y | +14.1% | +60.5% | -46.4% | -5.9% |
| 3Y | -1.7% | +183.9% | -185.6% | -35.0% |
| 5Y | -43.0% | +51.2% | -94.2% | -53.5% |
| 10Y | +34.3% | +105.3% | -70.9% | -7.4% |
| All | +8,794.6% | +4,678.1% | +4,116.6% | +2,686.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling