+32.4%
SWKS vs TGT
+237.9%
-205.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | -0.9% |
| 7D | -2.7% | +4.7% | -7.5% | -4.6% |
| 30D | +8.5% | +8.0% | +0.5% | +5.1% |
| 3M | +17.3% | +11.7% | +5.6% | +11.6% |
| 6M | +25.1% | +34.7% | -9.6% | +9.8% |
| YTD | +33.3% | +74.4% | -41.0% | +5.0% |
| 1Y | +22.9% | +89.2% | -66.3% | -6.4% |
| 3Y | +5.5% | +73.4% | -67.9% | -20.7% |
| 5Y | -41.9% | -24.0% | -17.9% | -41.8% |
| 10Y | +32.4% | +225.5% | -193.1% | -12.9% |
| All | +32.4% | +237.9% | -205.5% | -12.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling