+32.4%
SWKS vs TRGP
+772.2%
-739.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.6% | 0.0% |
| 7D | -2.7% | -7.2% | +4.4% | -1.0% |
| 30D | +8.5% | -4.2% | +12.7% | +9.4% |
| 3M | +17.3% | +7.0% | +10.3% | +14.9% |
| 6M | +25.1% | +11.2% | +13.9% | +20.8% |
| YTD | +33.3% | +51.1% | -17.8% | +19.4% |
| 1Y | +22.9% | +62.0% | -39.1% | +8.0% |
| 3Y | +5.5% | +248.2% | -242.7% | -22.7% |
| 5Y | -41.9% | +432.4% | -474.3% | -61.6% |
| 10Y | +32.4% | +739.5% | -707.1% | -30.8% |
| All | +32.4% | +772.2% | -739.8% | -30.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling