+29.5%
SWK vs TRMB
+105.8%
-76.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.8% | +2.3% |
| 7D | +10.7% | -17.0% | +27.6% | +19.5% |
| 30D | +33.3% | -9.0% | +42.3% | +36.7% |
| 3M | +14.7% | -8.1% | +22.8% | +16.5% |
| 6M | +48.5% | -10.1% | +58.6% | +51.8% |
| YTD | +63.9% | -30.2% | +94.1% | +91.9% |
| 1Y | +80.4% | -30.7% | +111.1% | +111.8% |
| 3Y | +58.1% | +32.6% | +25.5% | +25.9% |
| 5Y | -24.5% | -38.1% | +13.7% | -10.5% |
| 10Y | +29.5% | +98.9% | -69.4% | -14.5% |
| All | +29.5% | +105.8% | -76.3% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling