+452.0%
TEAM vs SWKS
+49.5%
+402.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -1.2% |
| 7D | -16.9% | +10.9% | -27.8% | -20.3% |
| 30D | -26.8% | +17.6% | -44.4% | -31.5% |
| 3M | -1.9% | +29.2% | -31.1% | -13.9% |
| 6M | +79.2% | +37.0% | +42.2% | +50.2% |
| YTD | -6.1% | +44.9% | -51.0% | -25.1% |
| 1Y | -2.1% | +33.8% | -35.9% | -19.2% |
| 3Y | -13.6% | +10.2% | -23.8% | -27.9% |
| 5Y | -65.8% | -37.0% | -28.8% | -63.7% |
| All | +452.0% | +49.5% | +402.5% | +289.9% |
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