+3,446.9%
SWKS vs TD
+7,879.0%
-4,432.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +4.9% | +4.5% |
| 7D | +12.5% | +0.3% | +12.2% | +12.2% |
| 30D | +10.5% | +0.4% | +10.1% | +10.0% |
| 3M | -7.4% | +7.6% | -15.0% | -12.2% |
| 6M | +32.7% | +25.0% | +7.7% | +13.1% |
| YTD | +19.2% | +31.0% | -11.8% | -1.7% |
| 1Y | +2.4% | +65.2% | -62.8% | -28.1% |
| 3Y | -25.6% | +122.5% | -148.1% | -57.8% |
| 5Y | -53.4% | +124.8% | -178.2% | -73.9% |
| 10Y | +23.2% | +298.2% | -275.1% | -54.1% |
| All | +3,446.9% | +7,879.0% | -4,432.1% | +224.6% |
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