-58.4%
TEAM vs SWK
-25.4%
-32.9%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.6% | -0.9% | -2.4% |
| 7D | -10.2% | +11.3% | -21.4% | -14.5% |
| 30D | -5.5% | +28.1% | -33.6% | -15.3% |
| 3M | +61.7% | +12.6% | +49.2% | +53.1% |
| 6M | +98.5% | +51.7% | +46.8% | +63.8% |
| YTD | +13.0% | +60.0% | -46.9% | -11.2% |
| 1Y | +13.5% | +72.7% | -59.2% | -14.4% |
| 3Y | +3.6% | +46.3% | -42.7% | -20.8% |
| 5Y | -58.4% | -24.6% | -33.7% | -55.5% |
| All | -58.4% | -25.4% | -32.9% | -55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling