+45.3%
TEL vs SWK
-26.0%
+71.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.0% |
| 7D | -0.4% | -2.3% | +1.9% | +0.6% |
| 30D | +1.0% | +30.4% | -29.4% | -9.5% |
| 3M | +0.7% | +12.1% | -11.4% | -4.3% |
| 6M | +7.3% | +49.1% | -41.8% | -9.4% |
| YTD | -2.5% | +60.4% | -63.0% | -20.6% |
| 1Y | -10.3% | +78.3% | -88.6% | -30.0% |
| 3Y | +81.1% | +53.3% | +27.8% | +42.5% |
| 5Y | +45.3% | -27.0% | +72.2% | +56.3% |
| All | +45.3% | -26.0% | +71.3% | +56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling