+11.5%
SWKS vs TRI
-10.1%
+21.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +9.4% | -2.9% | +12.3% | +9.6% |
| 30D | +17.0% | +3.7% | +13.3% | +16.5% |
| 3M | +28.9% | +3.7% | +25.2% | +28.2% |
| 6M | +33.1% | +35.1% | -2.0% | +26.1% |
| YTD | +44.8% | -14.0% | +58.8% | +54.2% |
| 1Y | +36.2% | -19.0% | +55.2% | +47.8% |
| 3Y | +11.5% | -12.0% | +23.5% | +22.3% |
| All | +11.5% | -10.1% | +21.6% | +22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling