+1,872.0%
TECK vs SWK
+503.2%
+1,368.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.6% | -4.5% | -5.3% |
| 7D | -6.0% | +11.3% | -17.2% | -13.0% |
| 30D | -10.7% | +28.1% | -38.8% | -25.3% |
| 3M | -9.2% | +12.6% | -21.8% | -17.2% |
| 6M | +3.9% | +51.7% | -47.8% | -23.3% |
| YTD | +25.7% | +60.0% | -34.3% | -12.1% |
| 1Y | +44.3% | +72.7% | -28.4% | -4.8% |
| 3Y | +65.7% | +46.3% | +19.4% | +13.0% |
| 5Y | +136.6% | -24.6% | +161.2% | +136.9% |
| 10Y | +221.4% | +32.2% | +189.1% | +86.0% |
| All | +1,872.0% | +503.2% | +1,368.8% | +312.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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