+23.8%
SWKS vs TRGP
+60.7%
-37.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.6% | +0.4% |
| 7D | -2.7% | -7.2% | +4.4% | -2.0% |
| 30D | +8.5% | -4.2% | +12.7% | +9.2% |
| 3M | +17.3% | +7.0% | +10.3% | +16.4% |
| 6M | +25.1% | +11.2% | +13.9% | +19.4% |
| YTD | +33.3% | +51.1% | -17.8% | +21.0% |
| All | +23.8% | +60.7% | -37.0% | +11.8% |
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 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