+28.7%
SWK vs TD
+302.2%
-273.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | +11.0% | -1.7% | +12.7% | +13.0% |
| 30D | +30.1% | +8.2% | +21.8% | +21.4% |
| 3M | +14.7% | +1.7% | +12.9% | +12.7% |
| 6M | +44.5% | +14.2% | +30.3% | +27.6% |
| YTD | +59.4% | +32.8% | +26.6% | +22.9% |
| 1Y | +77.5% | +55.5% | +22.0% | +18.5% |
| 3Y | +49.5% | +129.6% | -80.2% | -30.7% |
| 5Y | -24.9% | +102.2% | -127.1% | -61.5% |
| All | +28.7% | +302.2% | -273.5% | -59.7% |
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