-53.0%
SWKS vs TE
-47.8%
-5.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +3.4% |
| 7D | +12.5% | -4.0% | +16.5% | +12.9% |
| 30D | +10.5% | -15.9% | +26.4% | +12.1% |
| 3M | -7.4% | -60.5% | +53.2% | +0.5% |
| 6M | +32.7% | -35.2% | +67.9% | +34.4% |
| YTD | +19.2% | -31.1% | +50.3% | +18.1% |
| 1Y | +2.4% | +148.6% | -146.3% | -15.9% |
| 3Y | -25.6% | -26.4% | +0.8% | -33.4% |
| All | -53.0% | -47.8% | -5.2% | -59.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling