+23.6%
SWKS vs TD
+55.9%
-32.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -3.1% | -0.7% | -2.5% | -2.9% |
| 30D | +8.3% | +7.6% | +0.7% | +4.3% |
| 3M | +20.2% | +3.0% | +17.2% | +18.2% |
| 6M | +24.9% | +16.8% | +8.1% | +14.2% |
| YTD | +33.2% | +34.3% | -1.2% | +10.8% |
| 1Y | +23.6% | +56.0% | -32.4% | -7.4% |
| All | +23.6% | +55.9% | -32.3% | -7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling