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  • SWKS vs TPR✓SelectedUSD · TPRSWKS vs TPR performance historyLatest closeAs of+3.52%09/04
Stock and ETF performance explorer

SWKS vs TPR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+10.8%
TPR return
-20.3%
Excess return
+31.1%
Maximum drawdown
-7.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioTPRExcessAlpha
1D+3.5%0.0%+3.5%+3.5%
7D+12.5%-2.3%+14.8%+12.3%
30D+10.5%-23.0%+33.5%+8.7%
All+10.8%-20.3%+31.1%+9.2%

Cumulative growth

Daily Returns

Daily percentage return beside TPR.

Daily Out/Under-Performance

Portfolio return minus TPR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × TPR 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 1mo: compounded portfolio wealth divided by compounded TPR 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…

1mo analysis · Full analysis span regression · Available span rolling