+85.2%
SWK vs TPG
+0.9%
+84.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.7% | +9.4% | +11.9% |
| 7D | +17.9% | +12.5% | +5.4% | +13.8% |
| 30D | +31.9% | +12.7% | +19.2% | +27.1% |
| 3M | +16.6% | +3.5% | +13.0% | +14.8% |
| 6M | +61.1% | +14.1% | +47.0% | +53.7% |
| YTD | +64.2% | -18.5% | +82.7% | +79.2% |
| 1Y | +85.2% | -1.8% | +87.0% | +89.8% |
| All | +85.2% | +0.9% | +84.3% | +89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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