+3.4%
SWK vs TD
+294.7%
-291.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +2.1% |
| 7D | -0.4% | +0.3% | -0.8% | -0.8% |
| 30D | -5.7% | +0.4% | -6.1% | -6.3% |
| 3M | +24.1% | +7.6% | +16.4% | +15.7% |
| 6M | +24.7% | +25.0% | -0.3% | +1.7% |
| YTD | +33.9% | +31.0% | +2.9% | +4.5% |
| 1Y | +34.7% | +65.2% | -30.5% | -14.9% |
| 3Y | +15.3% | +122.5% | -107.2% | -45.0% |
| 5Y | -39.3% | +124.8% | -164.1% | -71.9% |
| All | +3.4% | +294.7% | -291.3% | -69.7% |
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