+44.1%
TRV vs SWK
+77.0%
-32.9%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +1.5% |
| 7D | +1.4% | +11.3% | -9.9% | +0.4% |
| 30D | +8.7% | +31.5% | -22.8% | +6.7% |
| 3M | +7.1% | +14.4% | -7.4% | +5.8% |
| 6M | +35.5% | +46.4% | -10.9% | +31.9% |
| YTD | +39.7% | +61.6% | -21.9% | +35.5% |
| 1Y | +44.1% | +78.7% | -34.6% | +38.1% |
| All | +44.1% | +77.0% | -32.9% | +38.1% |
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