+443.6%
TEAM vs SWK
+18.1%
+425.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.6% |
| 7D | -2.4% | -1.4% | -1.0% | -2.0% |
| 30D | -26.7% | +25.5% | -52.2% | -32.5% |
| 3M | -9.6% | +11.8% | -21.4% | -13.6% |
| 6M | +86.0% | +48.7% | +37.3% | +60.6% |
| YTD | -7.5% | +57.2% | -64.7% | -23.2% |
| 1Y | -1.4% | +75.3% | -76.6% | -21.5% |
| 3Y | -14.3% | +51.9% | -66.3% | -30.7% |
| 5Y | -66.3% | -30.7% | -35.6% | -66.4% |
| All | +443.6% | +18.1% | +425.5% | +297.1% |
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