+2,040.3%
TRGP vs SWK
+175.3%
+1,864.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.6% | -2.0% | -3.5% |
| 7D | -12.6% | +11.3% | -23.9% | -17.5% |
| 30D | -4.5% | +28.1% | -32.6% | -15.5% |
| 3M | +4.9% | +12.6% | -7.7% | -2.1% |
| 6M | +5.6% | +51.7% | -46.1% | -16.0% |
| YTD | +50.1% | +60.0% | -9.9% | +14.1% |
| 1Y | +70.2% | +72.7% | -2.4% | +23.8% |
| 3Y | +228.5% | +46.3% | +182.2% | +140.0% |
| 5Y | +434.1% | -24.6% | +458.7% | +434.9% |
| 10Y | +793.6% | +32.2% | +761.3% | +538.8% |
| All | +2,040.3% | +175.3% | +1,864.9% | +1,053.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling