+78.7%
SWK vs TPG
-7.5%
+86.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | +11.3% | +2.0% | +9.3% | +10.6% |
| 30D | +31.5% | +9.1% | +22.4% | +27.7% |
| 3M | +14.4% | +1.0% | +13.4% | +13.5% |
| 6M | +46.4% | +13.3% | +33.1% | +39.8% |
| YTD | +61.6% | -19.8% | +81.3% | +78.6% |
| 1Y | +78.7% | -6.2% | +85.0% | +87.8% |
| All | +78.7% | -7.5% | +86.2% | +87.8% |
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