+10,402.3%
SWKS vs TRMB
+3,067.4%
+7,334.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.9% |
| 7D | -6.2% | -16.7% | +10.5% | -0.8% |
| 30D | -1.5% | -9.9% | +8.4% | +1.4% |
| 3M | +23.0% | -7.6% | +30.5% | +25.2% |
| 6M | +27.6% | -14.7% | +42.3% | +32.7% |
| YTD | +32.3% | -30.9% | +63.3% | +47.3% |
| 1Y | +20.1% | -31.3% | +51.5% | +33.9% |
| 3Y | +0.6% | +29.4% | -28.8% | -8.6% |
| 5Y | -42.3% | -37.4% | -5.0% | -33.9% |
| 10Y | +35.9% | +109.2% | -73.2% | +6.5% |
| All | +10,402.3% | +3,067.4% | +7,334.9% | +3,640.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling