+20.1%
SWKS vs TRMB
-33.2%
+53.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.0% |
| 7D | -6.2% | -16.7% | +10.5% | -1.6% |
| 30D | -1.5% | -9.9% | +8.4% | +0.7% |
| 3M | +23.0% | -7.6% | +30.5% | +24.4% |
| 6M | +27.6% | -14.7% | +42.3% | +33.9% |
| YTD | +32.3% | -30.9% | +63.3% | +52.7% |
| 1Y | +20.1% | -31.3% | +51.5% | +38.4% |
| All | +20.1% | -33.2% | +53.3% | +38.4% |
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