+1,758.0%
SWK vs TRMB
+3,075.6%
-1,317.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -17.3% | +30.4% | +16.4% |
| 7D | +17.9% | -15.7% | +33.6% | +20.9% |
| 30D | +31.9% | -7.8% | +39.7% | +33.0% |
| 3M | +16.6% | -9.3% | +25.9% | +17.8% |
| 6M | +61.1% | -20.8% | +82.0% | +66.7% |
| YTD | +64.2% | -30.8% | +95.0% | +74.3% |
| 1Y | +85.2% | -31.0% | +116.2% | +96.7% |
| 3Y | +50.2% | +27.9% | +22.3% | +42.3% |
| 5Y | -22.8% | -37.4% | +14.6% | -17.2% |
| 10Y | +35.8% | +109.7% | -73.9% | +19.6% |
| All | +1,758.0% | +3,075.6% | -1,317.7% | +1,039.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling