+285.0%
SWKS vs TRGP
+2,035.2%
-1,750.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.9% |
| 7D | -6.2% | -16.0% | +9.8% | -2.1% |
| 30D | -1.5% | -6.4% | +5.0% | 0.0% |
| 3M | +23.0% | -1.0% | +23.9% | +22.6% |
| 6M | +27.6% | +7.0% | +20.6% | +24.3% |
| YTD | +32.3% | +46.1% | -13.8% | +19.1% |
| 1Y | +20.1% | +58.7% | -38.6% | +5.7% |
| 3Y | +0.6% | +221.9% | -221.2% | -26.0% |
| 5Y | -42.3% | +419.9% | -462.2% | -62.5% |
| 10Y | +35.9% | +769.8% | -733.9% | -34.1% |
| All | +285.0% | +2,035.2% | -1,750.2% | +2.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling