+86.2%
TGT vs SWK
+76.3%
+9.9%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | +0.5% | -2.3% | +2.7% | +1.2% |
| 30D | +6.7% | +30.4% | -23.8% | -0.7% |
| 3M | +8.4% | +12.1% | -3.7% | +4.7% |
| 6M | +40.7% | +49.1% | -8.4% | +25.8% |
| YTD | +72.2% | +60.4% | +11.8% | +48.5% |
| 1Y | +86.2% | +78.3% | +7.8% | +52.7% |
| All | +86.2% | +76.3% | +9.9% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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