-1.6%
TEAM vs SWKS
+15.3%
-16.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +1.2% | -17.4% | -16.2% |
| 7D | -19.8% | -6.2% | -13.7% | -19.5% |
| 30D | -21.5% | -1.5% | -20.0% | -21.5% |
| 3M | +39.5% | +23.0% | +16.5% | +34.9% |
| 6M | +73.1% | +27.6% | +45.5% | +63.8% |
| YTD | -5.2% | +32.3% | -37.5% | -11.1% |
| 1Y | -1.6% | +20.1% | -21.7% | -3.9% |
| All | -1.6% | +15.3% | -16.9% | -3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling