+18.9%
SWKS vs TPG
+0.9%
+18.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.7% | -6.6% | -3.4% |
| 7D | -4.9% | +12.5% | -17.4% | -6.6% |
| 30D | -1.2% | +12.7% | -13.9% | -3.1% |
| 3M | +24.2% | +3.5% | +20.6% | +22.8% |
| 6M | +21.5% | +14.1% | +7.4% | +17.8% |
| YTD | +33.5% | -18.5% | +52.0% | +46.5% |
| 1Y | +18.9% | -1.8% | +20.7% | +19.6% |
| All | +18.9% | +0.9% | +18.0% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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