+33.8%
SWKS vs TW
+19.3%
+14.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.9% |
| 7D | +10.9% | +3.2% | +7.7% | +11.7% |
| 30D | +17.6% | +19.7% | -2.1% | +22.9% |
| 3M | +29.2% | +26.8% | +2.4% | +37.5% |
| 6M | +37.0% | +20.9% | +16.1% | +47.0% |
| YTD | +44.9% | +22.9% | +22.1% | +51.4% |
| 1Y | +33.8% | +20.4% | +13.5% | +40.0% |
| All | +33.8% | +19.3% | +14.5% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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