+25.9%
SWKS vs TT
+887.4%
-861.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +3.0% |
| 7D | +12.5% | 0.0% | +12.5% | +12.5% |
| 30D | +10.5% | -7.2% | +17.7% | +15.5% |
| 3M | -7.4% | -3.0% | -4.4% | -6.0% |
| 6M | +32.7% | +1.4% | +31.3% | +30.0% |
| YTD | +19.2% | +15.9% | +3.3% | +6.7% |
| 1Y | +2.4% | +9.4% | -7.0% | -5.2% |
| 3Y | -25.6% | +124.4% | -150.0% | -57.5% |
| 5Y | -53.4% | +138.0% | -191.4% | -75.1% |
| All | +25.9% | +887.4% | -861.5% | -73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 10y: compounded portfolio wealth divided by compounded TT 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…
10y analysis · Full analysis span regression · 6 months rolling