-40.9%
SWK vs TPG
+92.2%
-133.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.4% |
| 7D | -0.4% | -2.4% | +2.0% | +0.6% |
| 30D | -5.7% | +11.1% | -16.8% | -10.5% |
| 3M | +24.1% | +26.3% | -2.2% | +10.8% |
| 6M | +24.7% | +18.3% | +6.4% | +13.8% |
| YTD | +33.9% | -14.4% | +48.4% | +41.5% |
| 1Y | +34.7% | -6.7% | +41.4% | +35.7% |
| 3Y | +15.3% | +111.5% | -96.2% | -23.8% |
| All | -40.9% | +92.2% | -133.1% | -62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling