+772.8%
TEAM vs SWKS
+18.0%
+754.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.4% | -2.7% |
| 7D | -10.2% | -9.2% | -1.0% | -6.7% |
| 30D | -5.5% | -1.9% | -3.6% | -5.0% |
| 3M | +61.7% | +21.2% | +40.5% | +46.6% |
| 6M | +98.5% | +12.9% | +85.6% | +80.0% |
| YTD | +13.0% | +30.7% | -17.7% | -5.7% |
| 1Y | +13.5% | +14.1% | -0.6% | +0.5% |
| 3Y | +3.6% | -1.7% | +5.3% | -9.0% |
| 5Y | -58.4% | -43.0% | -15.4% | -54.0% |
| 10Y | +581.4% | +34.3% | +547.1% | +396.3% |
| All | +772.8% | +18.0% | +754.8% | +594.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling