+31.0%
SWKS vs TRI
+190.0%
-159.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.5% | +8.3% | +4.5% |
| 7D | +11.8% | -7.1% | +18.9% | +14.8% |
| 30D | +6.7% | -2.3% | +9.1% | +6.9% |
| 3M | 0.0% | +19.6% | -19.6% | -10.6% |
| 6M | +38.7% | -8.7% | +47.4% | +39.8% |
| YTD | +21.4% | -22.3% | +43.6% | +32.7% |
| 1Y | +2.9% | -40.7% | +43.6% | +32.9% |
| 3Y | -16.4% | -17.8% | +1.4% | -18.3% |
| 5Y | -51.2% | -8.5% | -42.7% | -56.6% |
| 10Y | +31.0% | +192.6% | -161.6% | -37.6% |
| All | +31.0% | +190.0% | -159.0% | -37.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling