+32.1%
SWKS vs TT
+764.8%
-732.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.2% | -0.2% |
| 7D | -6.2% | -2.0% | -4.1% | -5.1% |
| 30D | -1.5% | -14.0% | +12.5% | +7.1% |
| 3M | +23.0% | -15.9% | +38.8% | +35.3% |
| 6M | +27.6% | -17.3% | +44.9% | +41.5% |
| YTD | +32.3% | +4.0% | +28.4% | +25.5% |
| 1Y | +20.1% | -7.1% | +27.2% | +22.2% |
| 3Y | +0.6% | +90.2% | -89.6% | -36.1% |
| 5Y | -42.3% | +131.1% | -173.4% | -68.9% |
| All | +32.1% | +764.8% | -732.6% | -67.9% |
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