+467.0%
TEAM vs SWKS
+37.5%
+429.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | -17.2% | -2.7% | -14.5% | -16.4% |
| 30D | -25.1% | +8.5% | -33.6% | -27.6% |
| 3M | +3.9% | +17.3% | -13.4% | -5.2% |
| 6M | +69.1% | +25.1% | +44.0% | +46.7% |
| YTD | -4.5% | +33.3% | -37.8% | -21.3% |
| 1Y | -1.9% | +22.9% | -24.8% | -16.2% |
| 3Y | -9.3% | +5.5% | -14.9% | -23.3% |
| 5Y | -65.2% | -41.9% | -23.3% | -61.8% |
| 10Y | +467.0% | +32.4% | +434.6% | +323.3% |
| All | +467.0% | +37.5% | +429.5% | +323.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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