-37.0%
SWKS vs TRGP
+500.4%
-537.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.5% | +1.2% | +2.1% |
| 7D | +10.9% | +9.0% | +1.9% | +7.4% |
| 30D | +17.6% | +1.5% | +16.1% | +16.7% |
| 3M | +29.2% | +10.7% | +18.5% | +23.5% |
| 6M | +37.0% | +17.1% | +19.8% | +26.6% |
| YTD | +44.9% | +63.6% | -18.7% | +16.5% |
| 1Y | +33.8% | +77.0% | -43.2% | +3.8% |
| 3Y | +10.2% | +273.2% | -262.9% | -38.0% |
| 5Y | -37.0% | +508.6% | -545.6% | -71.7% |
| All | -37.0% | +500.4% | -537.4% | -71.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling