+18.9%
SWKS vs TRGP
+89.5%
-70.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.5% | +1.6% | -2.5% |
| 7D | -4.9% | -6.5% | +1.5% | -4.4% |
| 30D | -1.2% | -0.4% | -0.7% | -0.9% |
| 3M | +24.2% | +8.8% | +15.3% | +23.2% |
| 6M | +21.5% | +11.0% | +10.5% | +18.2% |
| YTD | +33.5% | +57.4% | -23.9% | +23.6% |
| 1Y | +18.9% | +87.9% | -68.9% | +9.9% |
| All | +18.9% | +89.5% | -70.6% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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