+50.8%
SWKS vs TRMB
+102.3%
-51.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +9.4% | +2.8% | +6.6% | +7.7% |
| 30D | +17.0% | -5.9% | +22.8% | +19.5% |
| 3M | +28.9% | -3.3% | +32.2% | +28.9% |
| 6M | +33.1% | +1.3% | +31.8% | +28.2% |
| YTD | +44.8% | -29.0% | +73.8% | +72.1% |
| 1Y | +36.2% | -27.8% | +64.0% | +60.1% |
| 3Y | +11.5% | +36.3% | -24.8% | -12.7% |
| 5Y | -37.1% | -35.8% | -1.2% | -24.0% |
| All | +50.8% | +102.3% | -51.5% | +1.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling