-65.3%
TEAM vs SWKS
-42.6%
-22.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +1.2% | -17.4% | -16.7% |
| 7D | -19.8% | -6.2% | -13.7% | -17.7% |
| 30D | -21.5% | -1.5% | -20.0% | -21.3% |
| 3M | +39.5% | +23.0% | +16.5% | +23.7% |
| 6M | +73.1% | +27.6% | +45.5% | +45.3% |
| YTD | -5.2% | +32.3% | -37.5% | -24.1% |
| 1Y | -1.6% | +20.1% | -21.7% | -17.0% |
| 3Y | -11.4% | +0.6% | -12.1% | -28.5% |
| All | -65.3% | -42.6% | -22.7% | -53.6% |
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