+3,838.4%
SWKS vs TD
+7,985.3%
-4,146.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.6% |
| 7D | -6.2% | -1.7% | -4.5% | -5.2% |
| 30D | -1.5% | +8.2% | -9.7% | -6.9% |
| 3M | +23.0% | +1.7% | +21.3% | +21.0% |
| 6M | +27.6% | +14.2% | +13.4% | +15.8% |
| YTD | +32.3% | +32.8% | -0.4% | +7.9% |
| 1Y | +20.1% | +55.5% | -35.4% | -12.3% |
| 3Y | +0.6% | +129.6% | -129.0% | -44.2% |
| 5Y | -42.3% | +102.2% | -144.5% | -65.3% |
| 10Y | +35.9% | +306.3% | -270.3% | -50.2% |
| All | +3,838.4% | +7,985.3% | -4,146.9% | +256.2% |
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