+2.9%
SWKS vs TRI
-41.0%
+43.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.5% | +8.3% | +2.2% |
| 7D | +11.8% | -7.1% | +18.9% | +12.2% |
| 30D | +6.7% | -2.3% | +9.1% | +6.7% |
| 3M | 0.0% | +19.6% | -19.6% | -1.3% |
| 6M | +38.7% | -8.7% | +47.4% | +41.6% |
| YTD | +21.4% | -22.3% | +43.6% | +35.4% |
| 1Y | +2.9% | -40.7% | +43.6% | +23.5% |
| All | +2.9% | -41.0% | +43.9% | +23.5% |
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