+837.1%
SWK vs TD
+8,030.9%
-7,193.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.0% | +1.4% | -0.3% |
| 7D | +11.3% | -3.2% | +14.5% | +13.6% |
| 30D | +28.1% | +4.9% | +23.2% | +24.8% |
| 3M | +12.6% | +2.3% | +10.3% | +11.0% |
| 6M | +51.7% | +17.8% | +33.9% | +37.8% |
| YTD | +60.0% | +33.5% | +26.5% | +35.2% |
| 1Y | +72.7% | +55.9% | +16.8% | +33.3% |
| 3Y | +46.3% | +131.5% | -85.2% | -10.1% |
| 5Y | -24.6% | +103.3% | -128.0% | -50.2% |
| 10Y | +32.2% | +308.6% | -276.3% | -38.6% |
| All | +837.1% | +8,030.9% | -7,193.8% | +74.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling