+406.5%
TTMI vs SWK
-25.5%
+432.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -3.5% |
| 7D | -11.5% | +11.3% | -22.8% | -16.0% |
| 30D | -40.3% | +31.5% | -71.8% | -47.9% |
| 3M | -44.5% | +14.4% | -58.9% | -48.4% |
| 6M | -54.1% | +46.4% | -100.5% | -62.1% |
| YTD | +4.7% | +61.6% | -56.9% | -17.7% |
| 1Y | +3.3% | +78.7% | -75.4% | -22.1% |
| 3Y | +407.2% | +54.4% | +352.8% | +285.5% |
| 5Y | +406.5% | -25.3% | +431.8% | +359.1% |
| All | +406.5% | -25.5% | +432.0% | +359.1% |
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 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