+20.8%
SWK vs TRMB
+109.2%
-88.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.2% | -3.9% | -2.4% |
| 7D | -2.3% | +4.1% | -6.4% | -4.4% |
| 30D | +30.4% | -5.1% | +35.5% | +30.6% |
| 3M | +12.1% | -2.6% | +14.7% | +10.3% |
| 6M | +49.1% | -2.7% | +51.8% | +45.8% |
| YTD | +60.4% | -27.9% | +88.4% | +84.5% |
| 1Y | +78.3% | -29.0% | +107.3% | +106.7% |
| 3Y | +53.3% | +35.0% | +18.4% | +20.9% |
| 5Y | -27.0% | -33.9% | +6.9% | -16.5% |
| 10Y | +20.8% | +106.1% | -85.3% | -23.2% |
| All | +20.8% | +109.2% | -88.3% | -23.2% |
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