+75.3%
SWK vs TCOM
-41.4%
+116.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.6% | +0.1% |
| 7D | -1.4% | -1.8% | +0.4% | -1.2% |
| 30D | +25.5% | +12.1% | +13.4% | +24.4% |
| 3M | +11.8% | -3.2% | +15.0% | +11.6% |
| 6M | +48.7% | -16.6% | +65.3% | +51.1% |
| YTD | +57.2% | -39.4% | +96.6% | +59.1% |
| 1Y | +75.3% | -41.5% | +116.8% | +80.6% |
| All | +75.3% | -41.4% | +116.7% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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