-65.7%
TEAM vs SWKS
-41.6%
-24.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -3.9% | -4.0% |
| 7D | -22.2% | -3.1% | -19.1% | -21.2% |
| 30D | -28.1% | +8.3% | -36.5% | -30.7% |
| 3M | -2.2% | +20.2% | -22.4% | -12.7% |
| 6M | +62.2% | +24.9% | +37.3% | +37.8% |
| YTD | -8.4% | +33.2% | -41.5% | -26.8% |
| 1Y | -6.6% | +23.6% | -30.2% | -22.4% |
| 3Y | -15.7% | +1.3% | -17.0% | -32.1% |
| 5Y | -65.7% | -40.6% | -25.1% | -57.0% |
| All | -65.7% | -41.6% | -24.1% | -57.0% |
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