+199.8%
TER vs SWK
+37.3%
+162.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.6% | +4.8% |
| 7D | +0.6% | -0.4% | +1.0% | +1.0% |
| 30D | -8.3% | -5.7% | -2.6% | -4.5% |
| 3M | -12.2% | +24.1% | -36.3% | -24.8% |
| 6M | +17.0% | +24.7% | -7.7% | -1.3% |
| YTD | +84.6% | +33.9% | +50.7% | +50.6% |
| 1Y | +199.8% | +34.7% | +165.1% | +138.6% |
| All | +199.8% | +37.3% | +162.5% | +138.6% |
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