-32.3%
SWKS vs TPG
+77.8%
-110.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.9% | +4.6% | +3.5% |
| 7D | +10.9% | +4.2% | +6.7% | +8.8% |
| 30D | +17.6% | +13.5% | +4.1% | +10.6% |
| 3M | +29.2% | -3.3% | +32.5% | +29.1% |
| 6M | +37.0% | +11.8% | +25.2% | +26.7% |
| YTD | +44.9% | -20.9% | +65.8% | +57.0% |
| 1Y | +33.8% | -13.1% | +47.0% | +37.9% |
| 3Y | +10.2% | +72.9% | -62.7% | -22.8% |
| All | -32.3% | +77.8% | -110.1% | -57.3% |
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