+8.6%
SWKS vs TPG
+77.8%
-69.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.5% | +5.5% | +5.8% |
| 7D | +5.7% | -1.1% | +6.8% | +6.0% |
| 30D | +17.3% | +10.0% | +7.4% | +12.2% |
| 3M | +28.3% | -0.9% | +29.1% | +27.0% |
| 6M | +26.1% | +15.1% | +11.0% | +15.7% |
| YTD | +41.1% | -19.4% | +60.4% | +53.8% |
| 1Y | +31.4% | -9.0% | +40.4% | +33.7% |
| All | +8.6% | +77.8% | -69.2% | -30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling