-0.6%
SWKS vs TRMB
+26.2%
-26.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -0.9% | -1.5% |
| 7D | -9.2% | -17.9% | +8.7% | 0.0% |
| 30D | -1.9% | -12.0% | +10.1% | +3.6% |
| 3M | +21.2% | -8.4% | +29.7% | +24.4% |
| 6M | +12.9% | -21.5% | +34.4% | +27.7% |
| YTD | +30.7% | -31.5% | +62.3% | +60.9% |
| 1Y | +14.1% | -33.4% | +47.6% | +42.9% |
| All | -0.6% | +26.2% | -26.8% | -22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling