+6,477.2%
TRV vs SWKS
+8,307.4%
-1,830.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.5% | -4.9% | -1.6% |
| 7D | -0.1% | +12.5% | -12.7% | -1.1% |
| 30D | -3.4% | +10.5% | -13.9% | -4.2% |
| 3M | +26.4% | -7.4% | +33.8% | +26.8% |
| 6M | +19.3% | +32.7% | -13.4% | +16.0% |
| YTD | +28.3% | +19.2% | +9.2% | +25.7% |
| 1Y | +34.3% | +2.4% | +31.9% | +32.9% |
| 3Y | +140.1% | -25.6% | +165.8% | +140.2% |
| 5Y | +155.7% | -53.4% | +209.2% | +162.7% |
| 10Y | +285.5% | +23.2% | +262.4% | +263.7% |
| All | +6,477.2% | +8,307.4% | -1,830.2% | +4,595.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling