+527.9%
TTD vs SWK
+21.9%
+506.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +4.0% |
| 7D | +20.8% | -2.3% | +23.1% | +22.5% |
| 30D | +33.8% | +30.4% | +3.4% | +14.9% |
| 3M | +17.8% | +12.1% | +5.7% | +9.7% |
| 6M | -25.7% | +49.1% | -74.8% | -42.4% |
| YTD | -57.9% | +60.4% | -118.4% | -69.7% |
| 1Y | -63.8% | +78.3% | -142.2% | -75.8% |
| 3Y | -75.0% | +53.3% | -128.3% | -83.1% |
| 5Y | -82.5% | -27.0% | -55.6% | -81.4% |
| 10Y | +527.9% | +20.8% | +507.1% | +362.5% |
| All | +527.9% | +21.9% | +506.0% | +362.5% |
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