+77.5%
SWK vs TAP
-6.0%
+83.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.1% | +1.2% |
| 7D | +11.0% | +0.5% | +10.5% | +11.1% |
| 30D | +30.1% | +9.1% | +20.9% | +27.0% |
| 3M | +14.7% | -3.8% | +18.5% | +16.1% |
| 6M | +44.5% | -3.4% | +47.9% | +45.6% |
| YTD | +59.4% | -10.6% | +70.0% | +63.9% |
| 1Y | +77.5% | -4.4% | +81.9% | +77.7% |
| All | +77.5% | -6.0% | +83.5% | +77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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