+20.8%
SWK vs TD
+302.8%
-281.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -1.0% |
| 7D | -2.3% | -3.1% | +0.8% | +0.5% |
| 30D | +30.4% | +6.7% | +23.7% | +23.4% |
| 3M | +12.1% | +3.1% | +9.0% | +8.9% |
| 6M | +49.1% | +17.6% | +31.4% | +28.2% |
| YTD | +60.4% | +34.8% | +25.7% | +22.0% |
| 1Y | +78.3% | +55.6% | +22.7% | +19.0% |
| 3Y | +53.3% | +133.1% | -79.8% | -29.8% |
| 5Y | -27.0% | +104.7% | -131.6% | -62.9% |
| 10Y | +20.8% | +303.6% | -282.7% | -62.0% |
| All | +20.8% | +302.8% | -281.9% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling