+2.4%
SWKS vs TRI
-38.3%
+40.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.4% | +9.0% | +3.8% |
| 7D | +12.5% | -0.5% | +13.0% | +12.5% |
| 30D | +10.5% | +7.9% | +2.6% | +9.8% |
| 3M | -7.4% | +24.1% | -31.5% | -8.6% |
| 6M | +32.7% | +3.8% | +28.8% | +33.6% |
| YTD | +19.2% | -16.9% | +36.0% | +32.1% |
| 1Y | +2.4% | -38.4% | +40.8% | +22.1% |
| All | +2.4% | -38.3% | +40.6% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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