+31.0%
SWKS vs TGT
+212.5%
-181.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.2% |
| 7D | +11.8% | -0.6% | +12.5% | +12.1% |
| 30D | +6.7% | +9.5% | -2.8% | +3.0% |
| 3M | 0.0% | +32.3% | -32.2% | -10.7% |
| 6M | +38.7% | +37.0% | +1.7% | +21.3% |
| YTD | +21.4% | +71.0% | -49.7% | -3.1% |
| 1Y | +2.9% | +85.0% | -82.1% | -20.5% |
| 3Y | -16.4% | +46.8% | -63.2% | -32.6% |
| 5Y | -51.2% | -22.7% | -28.4% | -51.0% |
| 10Y | +31.0% | +216.3% | -185.2% | -14.6% |
| All | +31.0% | +212.5% | -181.5% | -14.6% |
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