+584.6%
TRI vs SWK
+421.8%
+162.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.8% | -6.6% | -4.6% |
| 7D | -11.4% | +10.7% | -22.1% | -14.0% |
| 30D | +4.9% | +33.3% | -28.4% | -3.3% |
| 3M | +7.0% | +14.7% | -7.6% | +2.8% |
| 6M | +18.2% | +48.5% | -30.3% | +4.8% |
| YTD | -14.8% | +63.9% | -78.7% | -27.7% |
| 1Y | -18.0% | +80.4% | -98.4% | -32.4% |
| 3Y | -12.0% | +58.1% | -70.1% | -28.7% |
| 5Y | -0.8% | -24.5% | +23.7% | -1.2% |
| 10Y | +220.1% | +29.5% | +190.7% | +136.5% |
| All | +584.6% | +421.8% | +162.8% | +151.5% |
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