+352.5%
TRV vs SWK
+26.9%
+325.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +1.8% |
| 7D | +1.4% | +11.3% | -9.9% | -1.7% |
| 30D | +8.7% | +31.5% | -22.8% | +0.7% |
| 3M | +7.1% | +14.4% | -7.4% | +2.8% |
| 6M | +35.5% | +46.4% | -10.9% | +20.9% |
| YTD | +39.7% | +61.6% | -21.9% | +20.1% |
| 1Y | +44.1% | +78.7% | -34.6% | +19.9% |
| 3Y | +148.1% | +54.4% | +93.7% | +105.4% |
| 5Y | +178.6% | -25.3% | +203.9% | +192.2% |
| 10Y | +352.5% | +22.4% | +330.2% | +294.7% |
| All | +352.5% | +26.9% | +325.7% | +294.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling