+18.9%
SWKS vs TGT
+86.7%
-67.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.6% | -8.5% | -2.9% |
| 7D | -4.9% | +9.5% | -14.4% | -5.1% |
| 30D | -1.2% | +6.6% | -7.8% | -1.3% |
| 3M | +24.2% | +11.0% | +13.2% | +23.1% |
| 6M | +21.5% | +29.9% | -8.4% | +18.2% |
| YTD | +33.5% | +71.4% | -38.0% | +15.6% |
| 1Y | +18.9% | +88.6% | -69.7% | -2.8% |
| All | +18.9% | +86.7% | -67.8% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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