+8,902.0%
SWKS vs TROW
+14,443.7%
-5,541.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -6.2% | +4.3% | -10.5% | -8.4% |
| 30D | -1.5% | +4.2% | -5.7% | -3.8% |
| 3M | +23.0% | -3.4% | +26.4% | +24.5% |
| 6M | +27.6% | +4.7% | +22.9% | +23.7% |
| YTD | +32.3% | +10.1% | +22.2% | +24.4% |
| 1Y | +20.1% | +11.7% | +8.4% | +12.1% |
| 3Y | +0.6% | +32.5% | -31.9% | -13.4% |
| 5Y | -42.3% | -38.5% | -3.8% | -28.3% |
| 10Y | +35.9% | +148.0% | -112.1% | -14.2% |
| All | +8,902.0% | +14,443.7% | -5,541.7% | +1,439.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling