+50.8%
SWKS vs TDG
+551.7%
-500.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.6% |
| 7D | +9.4% | +1.7% | +7.7% | +8.6% |
| 30D | +17.0% | +9.7% | +7.3% | +12.1% |
| 3M | +28.9% | -2.3% | +31.3% | +29.6% |
| 6M | +33.1% | +1.3% | +31.8% | +30.9% |
| YTD | +44.8% | -8.5% | +53.3% | +47.4% |
| 1Y | +36.2% | -8.1% | +44.3% | +38.3% |
| 3Y | +11.5% | +43.4% | -31.9% | -9.1% |
| 5Y | -37.1% | +127.8% | -164.8% | -58.6% |
| All | +50.8% | +551.7% | -500.8% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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