+18.9%
SWKS vs TE
-16.5%
+35.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.5% | +0.6% | -2.6% |
| 7D | -4.9% | +3.8% | -8.7% | -5.3% |
| 30D | -1.2% | -26.2% | +25.0% | +1.1% |
| 3M | +24.2% | -49.7% | +73.9% | +30.5% |
| 6M | +21.5% | -46.5% | +68.0% | +29.2% |
| YTD | +33.5% | -59.1% | +92.6% | +39.6% |
| 1Y | +18.9% | -25.8% | +44.7% | +15.2% |
| All | +18.9% | -16.5% | +35.4% | +15.2% |
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