-8.0%
T vs SWK
+79.5%
-87.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.8% |
| 7D | +1.7% | +10.7% | -9.0% | +1.6% |
| 30D | -1.7% | +33.3% | -35.1% | -1.3% |
| 3M | -7.3% | +14.7% | -22.0% | -7.5% |
| 6M | -11.2% | +48.5% | -59.7% | -10.4% |
| YTD | -8.1% | +63.9% | -71.9% | -8.0% |
| All | -8.0% | +79.5% | -87.5% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling