+12.8%
TEAM vs SWK
+37.3%
-24.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.7% |
| 7D | -0.4% | -0.4% | 0.0% | -0.4% |
| 30D | +67.3% | -5.7% | +73.0% | +67.6% |
| 3M | +86.8% | +24.1% | +62.7% | +88.5% |
| 6M | +146.8% | +24.7% | +122.1% | +151.0% |
| YTD | +16.9% | +33.9% | -17.0% | +17.3% |
| 1Y | +12.8% | +34.7% | -21.9% | +10.9% |
| All | +12.8% | +37.3% | -24.6% | +10.9% |
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