-11.2%
TEL vs SWK
+77.0%
-88.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +1.0% | +0.1% |
| 7D | -0.9% | +11.3% | -12.2% | -5.0% |
| 30D | -0.2% | +31.5% | -31.7% | -10.9% |
| 3M | +2.0% | +14.4% | -12.4% | -3.4% |
| 6M | +6.4% | +46.4% | -40.0% | -10.0% |
| YTD | -3.2% | +61.6% | -64.8% | -22.9% |
| 1Y | -11.2% | +78.7% | -89.9% | -31.5% |
| All | -11.2% | +77.0% | -88.1% | -31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling