-24.6%
SWK vs TRMB
-38.4%
+13.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.0% |
| 7D | +11.3% | -17.9% | +29.2% | +19.8% |
| 30D | +28.1% | -12.0% | +40.1% | +32.8% |
| 3M | +12.6% | -8.4% | +21.0% | +14.0% |
| 6M | +51.7% | -21.5% | +73.3% | +65.6% |
| YTD | +60.0% | -31.5% | +91.5% | +87.5% |
| 1Y | +72.7% | -33.4% | +106.1% | +105.4% |
| 3Y | +46.3% | +26.5% | +19.8% | +21.1% |
| 5Y | -24.6% | -37.9% | +13.3% | -17.8% |
| All | -24.6% | -38.4% | +13.7% | -17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling