-53.0%
SWKS vs TGT
-21.2%
-31.8%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.3% | +3.4% |
| 7D | +12.5% | +0.8% | +11.7% | +12.2% |
| 30D | +10.5% | +12.2% | -1.7% | +5.7% |
| 3M | -7.4% | +33.8% | -41.2% | -17.6% |
| 6M | +32.7% | +39.3% | -6.6% | +15.3% |
| YTD | +19.2% | +72.9% | -53.7% | -5.6% |
| 1Y | +2.4% | +84.6% | -82.2% | -21.2% |
| 3Y | -25.6% | +46.2% | -71.8% | -40.9% |
| All | -53.0% | -21.2% | -31.8% | -52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling