-25.3%
SWK vs TENB
-24.8%
-0.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.2% | +0.6% |
| 7D | +11.0% | -17.0% | +28.0% | +15.2% |
| 30D | +30.1% | +8.2% | +21.9% | +27.4% |
| 3M | +14.7% | +16.5% | -1.8% | +9.4% |
| 6M | +44.5% | +99.1% | -54.6% | +19.5% |
| YTD | +59.4% | +79.0% | -19.7% | +33.7% |
| 1Y | +77.5% | +53.9% | +23.7% | +55.5% |
| 3Y | +49.5% | +13.8% | +35.6% | +40.8% |
| All | -25.3% | -24.8% | -0.5% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TENB.
Daily Out/Under-Performance
Portfolio return minus TENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TENB 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 5y: compounded portfolio wealth divided by compounded TENB 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…
5y analysis · Full analysis span regression · 6 months rolling