+1,377.9%
SWKS vs TRI
+561.6%
+816.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.4% | +9.0% | +6.7% |
| 7D | +12.5% | -0.5% | +13.0% | +12.4% |
| 30D | +10.5% | +7.9% | +2.6% | +4.8% |
| 3M | -7.4% | +24.1% | -31.5% | -21.8% |
| 6M | +32.7% | +3.8% | +28.8% | +21.5% |
| YTD | +19.2% | -16.9% | +36.0% | +22.7% |
| 1Y | +2.4% | -38.4% | +40.8% | +28.4% |
| 3Y | -25.6% | -12.2% | -13.4% | -30.1% |
| 5Y | -53.4% | -1.8% | -51.6% | -59.7% |
| 10Y | +23.2% | +207.6% | -184.5% | -52.4% |
| All | +1,377.9% | +561.6% | +816.2% | +135.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling