+1,453.2%
SWKS vs TEL
+765.5%
+687.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.8% | +5.2% | +5.4% |
| 7D | +5.7% | -0.4% | +6.1% | +5.7% |
| 30D | +17.3% | +1.0% | +16.3% | +15.7% |
| 3M | +28.3% | +0.7% | +27.5% | +26.0% |
| 6M | +26.1% | +7.3% | +18.8% | +18.1% |
| YTD | +41.1% | -2.5% | +43.6% | +36.9% |
| 1Y | +31.4% | -10.3% | +41.7% | +35.0% |
| 3Y | +7.3% | +81.1% | -73.8% | -34.0% |
| 5Y | -37.7% | +45.3% | -83.0% | -54.8% |
| 10Y | +46.0% | +290.3% | -244.3% | -46.1% |
| All | +1,453.2% | +765.5% | +687.8% | +264.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling