+31.0%
SWKS vs TRGP
+843.4%
-812.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.4% | +1.5% |
| 7D | +11.8% | -0.6% | +12.4% | +12.0% |
| 30D | +6.7% | +14.6% | -7.8% | +3.1% |
| 3M | 0.0% | +11.9% | -11.9% | -3.4% |
| 6M | +38.7% | +25.3% | +13.4% | +30.5% |
| YTD | +21.4% | +61.9% | -40.5% | +7.1% |
| 1Y | +2.9% | +87.3% | -84.4% | -12.7% |
| 3Y | -16.4% | +268.0% | -284.4% | -39.6% |
| 5Y | -51.2% | +638.2% | -689.4% | -69.8% |
| 10Y | +31.0% | +821.9% | -790.9% | -32.6% |
| All | +31.0% | +843.4% | -812.4% | -32.6% |
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