+13,174.6%
TDG vs SWK
+223.4%
+12,951.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | -2.0% | -0.4% | -1.6% | -1.8% |
| 30D | -7.4% | -5.7% | -1.7% | -5.0% |
| 3M | -5.4% | +24.1% | -29.4% | -14.9% |
| 6M | -11.6% | +24.7% | -36.3% | -21.3% |
| YTD | -12.6% | +33.9% | -46.6% | -25.3% |
| 1Y | -9.3% | +34.7% | -44.0% | -23.6% |
| 3Y | +49.2% | +15.3% | +33.9% | +25.4% |
| 5Y | +132.1% | -39.3% | +171.4% | +158.8% |
| 10Y | +544.8% | +2.5% | +542.3% | +422.0% |
| All | +13,174.6% | +223.4% | +12,951.2% | +4,953.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling