+77.5%
SWK vs TCOM
-37.8%
+115.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.6% | -0.5% |
| 7D | +11.0% | +12.1% | -1.0% | +10.1% |
| 30D | +30.1% | +16.5% | +13.6% | +28.7% |
| 3M | +14.7% | -4.0% | +18.7% | +14.4% |
| 6M | +44.5% | -18.5% | +63.0% | +47.2% |
| YTD | +59.4% | -38.3% | +97.7% | +61.5% |
| 1Y | +77.5% | -36.6% | +114.1% | +79.2% |
| All | +77.5% | -37.8% | +115.3% | +79.2% |
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