-53.0%
SWKS vs TEL
+50.9%
-103.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.8% |
| 7D | +12.5% | +3.0% | +9.6% | +9.7% |
| 30D | +10.5% | -3.9% | +14.4% | +13.2% |
| 3M | -7.4% | -5.1% | -2.3% | -4.1% |
| 6M | +32.7% | +0.6% | +32.1% | +27.2% |
| YTD | +19.2% | -7.3% | +26.5% | +20.3% |
| 1Y | +2.4% | +1.1% | +1.2% | -5.4% |
| 3Y | -25.6% | +63.7% | -89.3% | -57.1% |
| All | -53.0% | +50.9% | -103.9% | -72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling