+1,541.0%
SWKS vs TRI
+604.8%
+936.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.7% | +5.9% | +3.8% |
| 7D | -6.2% | -4.8% | -1.4% | -4.5% |
| 30D | -1.5% | +13.4% | -14.9% | -9.7% |
| 3M | +23.0% | +13.1% | +9.8% | +9.9% |
| 6M | +27.6% | +24.4% | +3.2% | +2.1% |
| YTD | +32.3% | -11.4% | +43.8% | +27.2% |
| 1Y | +20.1% | -15.6% | +35.7% | +19.2% |
| 3Y | +0.6% | -6.5% | +7.1% | -11.5% |
| 5Y | -42.3% | +5.3% | -47.6% | -53.5% |
| 10Y | +35.9% | +239.9% | -204.0% | -52.1% |
| All | +1,541.0% | +604.8% | +936.2% | +143.7% |
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