+17.9%
SWKS vs TPG
-16.8%
+34.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -4.0% | +13.8% | +10.6% |
| 7D | +17.5% | -11.8% | +29.4% | +20.8% |
| 30D | +23.0% | -6.3% | +29.2% | +24.2% |
| 3M | +19.5% | +13.6% | +6.0% | +14.9% |
| 6M | +54.3% | +13.8% | +40.5% | +47.6% |
| YTD | +35.3% | -23.7% | +59.0% | +50.4% |
| 1Y | +17.9% | -18.2% | +36.0% | +26.7% |
| All | +17.9% | -16.8% | +34.6% | +26.7% |
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