+85.2%
SWK vs TDY
+22.9%
+62.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -4.8% | +17.9% | +15.9% |
| 7D | +17.9% | -5.0% | +22.9% | +21.0% |
| 30D | +31.9% | +2.0% | +30.0% | +28.5% |
| 3M | +16.6% | -7.7% | +24.3% | +22.0% |
| 6M | +61.1% | -0.9% | +62.0% | +59.5% |
| YTD | +64.2% | +23.7% | +40.5% | +36.1% |
| 1Y | +85.2% | +23.6% | +61.6% | +54.1% |
| All | +85.2% | +22.9% | +62.3% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 1y: compounded portfolio wealth divided by compounded TDY 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…
1y analysis · Full analysis span regression · 6 months rolling