-53.0%
SWKS vs TRGP
+621.9%
-674.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +4.0% |
| 7D | +12.5% | +0.8% | +11.7% | +12.1% |
| 30D | +10.5% | +11.5% | -1.0% | +5.5% |
| 3M | -7.4% | +9.0% | -16.4% | -11.5% |
| 6M | +32.7% | +20.5% | +12.2% | +21.9% |
| YTD | +19.2% | +59.5% | -40.4% | -2.5% |
| 1Y | +2.4% | +77.9% | -75.5% | -20.4% |
| 3Y | -25.6% | +253.6% | -279.2% | -56.4% |
| All | -53.0% | +621.9% | -674.9% | -78.2% |
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