+6,961.6%
TRV vs SWK
+1,536.3%
+5,425.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -0.3% | +11.0% | -11.3% | -3.7% |
| 30D | +9.6% | +30.1% | -20.5% | +0.7% |
| 3M | +2.7% | +14.7% | -11.9% | -2.0% |
| 6M | +32.0% | +44.5% | -12.5% | +16.2% |
| YTD | +37.8% | +59.4% | -21.6% | +16.2% |
| 1Y | +45.2% | +77.5% | -32.3% | +18.0% |
| 3Y | +145.3% | +49.5% | +95.8% | +100.1% |
| 5Y | +172.3% | -24.9% | +197.2% | +168.7% |
| 10Y | +367.3% | +31.8% | +335.6% | +259.1% |
| All | +6,961.6% | +1,536.3% | +5,425.2% | +2,299.7% |
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 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