+42.3%
TRV vs SWKS
+22.9%
+19.3%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.6% | +1.4% |
| 7D | +1.4% | -3.1% | +4.5% | +1.4% |
| 30D | +8.7% | +8.3% | +0.4% | +8.6% |
| 3M | +7.1% | +20.2% | -13.2% | +6.8% |
| 6M | +35.5% | +24.9% | +10.6% | +33.8% |
| YTD | +39.7% | +33.2% | +6.6% | +36.3% |
| All | +42.3% | +22.9% | +19.3% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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