+441.0%
TEAM vs SWK
+26.9%
+414.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -3.6% |
| 7D | -22.2% | +11.3% | -33.5% | -25.2% |
| 30D | -28.1% | +31.5% | -59.6% | -34.8% |
| 3M | -2.2% | +14.4% | -16.6% | -7.1% |
| 6M | +62.2% | +46.4% | +15.8% | +40.9% |
| YTD | -8.4% | +61.6% | -69.9% | -24.5% |
| 1Y | -6.6% | +78.7% | -85.4% | -26.1% |
| 3Y | -15.7% | +54.4% | -70.1% | -32.2% |
| 5Y | -65.7% | -25.3% | -40.4% | -66.5% |
| 10Y | +441.0% | +22.4% | +418.6% | +302.4% |
| All | +441.0% | +26.9% | +414.1% | +302.4% |
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