+104.5%
TEVA vs SWK
+87.6%
+16.9%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +13.1% | -13.2% | -2.9% |
| 7D | +4.7% | +17.9% | -13.2% | +0.7% |
| 30D | +5.5% | +31.9% | -26.4% | -1.5% |
| 3M | +21.6% | +16.6% | +5.0% | +17.4% |
| 6M | +18.4% | +61.1% | -42.7% | +2.5% |
| YTD | +34.1% | +64.2% | -30.1% | +9.1% |
| 1Y | +104.5% | +85.2% | +19.3% | +49.5% |
| All | +104.5% | +87.6% | +16.9% | +49.5% |
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