+32.4%
SWKS vs TEL
+304.7%
-272.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.7% | -4.9% | -3.8% |
| 7D | -2.7% | +0.6% | -3.3% | -3.6% |
| 30D | +8.5% | +0.2% | +8.3% | +7.4% |
| 3M | +17.3% | +1.5% | +15.8% | +14.1% |
| 6M | +25.1% | +6.9% | +18.2% | +16.1% |
| YTD | +33.3% | -2.8% | +36.1% | +28.5% |
| 1Y | +22.9% | -8.8% | +31.7% | +24.4% |
| 3Y | +5.5% | +84.3% | -78.8% | -43.4% |
| 5Y | -41.9% | +46.8% | -88.7% | -62.2% |
| 10Y | +32.4% | +294.7% | -262.3% | -62.5% |
| All | +32.4% | +304.7% | -272.3% | -62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 10y: compounded portfolio wealth divided by compounded TEL 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…
10y analysis · Full analysis span regression · 6 months rolling