-50.3%
TEAM vs SWKS
-53.5%
+3.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.5% | -6.1% | -4.2% |
| 7D | -0.4% | +12.5% | -12.9% | -6.0% |
| 30D | +67.3% | +10.5% | +56.8% | +60.3% |
| 3M | +86.8% | -7.4% | +94.2% | +91.5% |
| 6M | +146.8% | +32.7% | +114.2% | +105.0% |
| YTD | +16.9% | +19.2% | -2.2% | +1.2% |
| 1Y | +12.8% | +2.4% | +10.4% | +5.1% |
| 3Y | -7.3% | -25.6% | +18.3% | -5.1% |
| All | -50.3% | -53.5% | +3.2% | -34.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling