+808.8%
TTMI vs SWK
-38.7%
+847.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.9% | +8.0% | +8.4% |
| 7D | +5.9% | -0.4% | +6.3% | +6.1% |
| 30D | -4.3% | -5.7% | +1.4% | -1.8% |
| 3M | -32.0% | +24.1% | -56.1% | -38.7% |
| 6M | +19.5% | +24.7% | -5.2% | +7.6% |
| YTD | +82.0% | +33.9% | +48.1% | +58.1% |
| 1Y | +172.6% | +34.7% | +137.9% | +135.4% |
| 3Y | +744.7% | +15.3% | +729.4% | +641.7% |
| All | +808.8% | -38.7% | +847.6% | +786.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling