+1,063.6%
TSN vs SWK
+1,542.3%
-478.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.8% |
| 7D | +6.9% | +11.3% | -4.4% | +3.6% |
| 30D | +15.7% | +28.1% | -12.4% | +7.9% |
| 3M | +4.3% | +12.6% | -8.3% | +0.6% |
| 6M | -10.6% | +51.7% | -62.3% | -21.1% |
| YTD | +5.2% | +60.0% | -54.7% | -9.4% |
| 1Y | +18.7% | +72.7% | -54.0% | -0.1% |
| 3Y | +41.8% | +46.3% | -4.5% | +19.9% |
| 5Y | -13.6% | -24.6% | +11.0% | -14.3% |
| 10Y | +16.2% | +32.2% | -16.0% | -7.7% |
| All | +1,063.6% | +1,542.3% | -478.7% | +342.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling