+78.2%
SWK vs TRMB
-33.8%
+112.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.4% |
| 7D | +11.3% | -17.9% | +29.2% | +13.8% |
| 30D | +28.1% | -12.0% | +40.1% | +27.4% |
| 3M | +12.6% | -8.4% | +21.0% | +10.2% |
| 6M | +51.7% | -21.5% | +73.3% | +57.0% |
| YTD | +60.0% | -31.5% | +91.5% | +76.8% |
| All | +78.2% | -33.8% | +112.0% | +97.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling