+523.2%
TEAM vs SWK
+2.4%
+520.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.9% |
| 7D | -0.4% | -0.4% | 0.0% | -0.3% |
| 30D | +67.3% | -5.7% | +73.0% | +70.9% |
| 3M | +86.8% | +24.1% | +62.7% | +72.8% |
| 6M | +146.8% | +24.7% | +122.1% | +125.1% |
| YTD | +16.9% | +33.9% | -17.0% | +3.2% |
| 1Y | +12.8% | +34.7% | -21.9% | -1.3% |
| 3Y | -7.3% | +15.3% | -22.5% | -17.1% |
| 5Y | -50.7% | -39.3% | -11.4% | -48.2% |
| All | +523.2% | +2.4% | +520.8% | +407.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling