+1,001.8%
TER vs SWK
+32.9%
+969.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.8% | +9.9% | +11.1% |
| 7D | -5.8% | +10.7% | -16.4% | -11.8% |
| 30D | -38.9% | +33.3% | -72.3% | -49.0% |
| 3M | -35.1% | +14.7% | -49.8% | -41.0% |
| 6M | -31.6% | +48.5% | -80.1% | -46.2% |
| YTD | +27.2% | +63.9% | -36.6% | -5.3% |
| 1Y | +35.2% | +80.4% | -45.2% | -4.7% |
| 3Y | +192.8% | +58.1% | +134.7% | +111.9% |
| 5Y | +72.4% | -24.5% | +96.9% | +82.1% |
| 10Y | +1,001.8% | +29.5% | +972.4% | +728.5% |
| All | +1,001.8% | +32.9% | +969.0% | +728.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling