-1.6%
TEAM vs SWK
+71.2%
-72.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.4% | -15.8% | -16.2% |
| 7D | -19.8% | +11.0% | -30.9% | -19.8% |
| 30D | -21.5% | +30.1% | -51.6% | -21.7% |
| 3M | +39.5% | +14.7% | +24.8% | +39.4% |
| 6M | +73.1% | +44.5% | +28.6% | +77.0% |
| YTD | -5.2% | +59.4% | -64.6% | -2.4% |
| 1Y | -1.6% | +77.5% | -79.1% | -2.6% |
| All | -1.6% | +71.2% | -72.7% | -2.6% |
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