+1.3%
SWKS vs TE
+11.3%
-10.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.6% | +9.5% | +0.6% |
| 7D | -3.1% | -26.9% | +23.7% | -0.8% |
| 30D | +8.3% | -38.9% | +47.3% | +12.3% |
| 3M | +20.2% | -61.0% | +81.3% | +28.7% |
| 6M | +24.9% | -66.4% | +91.3% | +34.0% |
| YTD | +33.2% | -69.0% | +102.2% | +40.9% |
| 1Y | +23.6% | -54.0% | +77.6% | +25.6% |
| 3Y | +1.3% | +38.0% | -36.7% | -13.1% |
| All | +1.3% | +11.3% | -10.0% | -13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling