+2,020.7%
SWKS vs TNA
+1,004.3%
+1,016.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.3% |
| 7D | +12.5% | -0.1% | +12.6% | +12.5% |
| 30D | +10.5% | -4.9% | +15.4% | +12.5% |
| 3M | -7.4% | +0.4% | -7.8% | -7.5% |
| 6M | +32.7% | +32.5% | +0.1% | +17.8% |
| YTD | +19.2% | +53.7% | -34.6% | -0.8% |
| 1Y | +2.4% | +65.1% | -62.7% | -18.0% |
| 3Y | -25.6% | +98.4% | -124.1% | -49.9% |
| 5Y | -53.4% | -22.5% | -31.0% | -60.6% |
| 10Y | +23.2% | +82.5% | -59.4% | -45.2% |
| All | +2,020.7% | +1,004.3% | +1,016.4% | +247.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 all: compounded portfolio wealth divided by compounded TNA 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…
all analysis · Full analysis span regression · 6 months rolling