-29.7%
SWK vs TPG
+69.8%
-99.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | +11.0% | -0.4% | +11.4% | +11.3% |
| 30D | +30.1% | +4.5% | +25.6% | +27.3% |
| 3M | +14.7% | -3.1% | +17.8% | +15.5% |
| 6M | +44.5% | +5.8% | +38.7% | +39.2% |
| YTD | +59.4% | -24.4% | +83.8% | +77.6% |
| 1Y | +77.5% | -11.1% | +88.6% | +82.4% |
| 3Y | +49.5% | +77.5% | -28.0% | +6.9% |
| All | -29.7% | +69.8% | -99.4% | -52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling