+18.9%
SWKS vs TRMB
-31.2%
+50.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -17.3% | +14.4% | +2.2% |
| 7D | -4.9% | -15.7% | +10.8% | -0.6% |
| 30D | -1.2% | -7.8% | +6.6% | +0.2% |
| 3M | +24.2% | -9.3% | +33.4% | +26.5% |
| 6M | +21.5% | -20.8% | +42.3% | +32.5% |
| YTD | +33.5% | -30.8% | +64.2% | +55.1% |
| 1Y | +18.9% | -31.0% | +49.9% | +37.5% |
| All | +18.9% | -31.2% | +50.1% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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