+2.9%
SWKS vs TROW
+6.5%
-3.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +2.0% |
| 7D | +11.8% | +0.4% | +11.4% | +11.6% |
| 30D | +6.7% | -4.0% | +10.8% | +8.8% |
| 3M | 0.0% | +5.0% | -5.0% | -3.0% |
| 6M | +38.7% | +24.3% | +14.4% | +23.0% |
| YTD | +21.4% | +9.8% | +11.6% | +14.6% |
| 1Y | +2.9% | +6.4% | -3.5% | -2.1% |
| All | +2.9% | +6.5% | -3.6% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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