+51.0%
SWKS vs TT
+737.0%
-686.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.8% |
| 7D | +10.9% | +8.1% | +2.8% | +5.8% |
| 30D | +17.6% | -11.3% | +28.9% | +25.6% |
| 3M | +29.2% | -11.2% | +40.4% | +37.6% |
| 6M | +37.0% | -8.9% | +45.9% | +43.1% |
| YTD | +44.9% | +9.7% | +35.2% | +33.0% |
| 1Y | +33.8% | +1.3% | +32.6% | +29.1% |
| 3Y | +10.2% | +93.4% | -83.1% | -30.8% |
| 5Y | -37.0% | +133.5% | -170.5% | -66.2% |
| All | +51.0% | +737.0% | -686.1% | -66.3% |
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