+1,211.8%
SWKS vs TEL
+723.0%
+488.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.8% |
| 7D | +12.5% | +3.0% | +9.6% | +9.9% |
| 30D | +10.5% | -3.9% | +14.4% | +13.0% |
| 3M | -7.4% | -5.1% | -2.3% | -4.3% |
| 6M | +32.7% | +0.6% | +32.1% | +28.4% |
| YTD | +19.2% | -7.3% | +26.5% | +20.7% |
| 1Y | +2.4% | +1.1% | +1.2% | -3.1% |
| 3Y | -25.6% | +63.7% | -89.3% | -50.5% |
| 5Y | -53.4% | +50.7% | -104.1% | -67.0% |
| 10Y | +23.2% | +290.2% | -267.0% | -54.0% |
| All | +1,211.8% | +723.0% | +488.8% | +220.9% |
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