+23.8%
SWKS vs TE
-44.1%
+67.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.7% | +1.0% |
| 7D | -2.7% | -10.5% | +7.8% | -1.9% |
| 30D | +8.5% | -32.4% | +40.9% | +11.8% |
| 3M | +17.3% | -60.9% | +78.1% | +25.9% |
| 6M | +25.1% | -62.8% | +87.9% | +36.0% |
| YTD | +33.3% | -65.7% | +99.1% | +41.6% |
| All | +23.8% | -44.1% | +67.9% | +26.1% |
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