+21.9%
SWK vs TD
+300.1%
-278.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.9% | -1.9% |
| 7D | -2.0% | +0.6% | -2.5% | -2.4% |
| 30D | +24.6% | +5.0% | +19.6% | +19.6% |
| 3M | +10.8% | +1.1% | +9.7% | +9.5% |
| 6M | +46.1% | +16.5% | +29.6% | +26.7% |
| YTD | +56.8% | +34.3% | +22.6% | +19.6% |
| 1Y | +72.7% | +52.9% | +19.9% | +17.1% |
| 3Y | +49.9% | +132.2% | -82.4% | -31.3% |
| 5Y | -30.9% | +101.9% | -132.8% | -64.5% |
| All | +21.9% | +300.1% | -278.3% | -64.4% |
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