+2.4%
SWKS vs TE
+132.3%
-129.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +3.4% |
| 7D | +12.5% | -4.0% | +16.5% | +12.7% |
| 30D | +10.5% | -15.9% | +26.4% | +11.5% |
| 3M | -7.4% | -60.5% | +53.2% | -3.2% |
| 6M | +32.7% | -35.2% | +67.9% | +35.9% |
| YTD | +19.2% | -31.1% | +50.3% | +20.8% |
| 1Y | +2.4% | +148.6% | -146.3% | +0.8% |
| All | +2.4% | +132.3% | -129.9% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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