-44.3%
SWKS vs TPG
+92.2%
-136.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +4.0% |
| 7D | +12.5% | -2.4% | +15.0% | +13.7% |
| 30D | +10.5% | +11.1% | -0.6% | +4.8% |
| 3M | -7.4% | +26.3% | -33.7% | -17.6% |
| 6M | +32.7% | +18.3% | +14.3% | +20.6% |
| YTD | +19.2% | -14.4% | +33.6% | +26.1% |
| 1Y | +2.4% | -6.7% | +9.1% | +3.0% |
| 3Y | -25.6% | +111.5% | -137.1% | -52.2% |
| All | -44.3% | +92.2% | -136.6% | -65.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling