+9.7%
GE vs SWKS
+33.8%
-24.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +2.7% | +9.4% | -6.8% | +2.5% |
| 30D | +8.1% | +17.0% | -8.9% | +7.9% |
| 3M | -7.9% | +28.9% | -36.8% | -8.3% |
| 6M | +12.9% | +33.1% | -20.2% | +11.3% |
| YTD | +8.2% | +44.8% | -36.6% | +5.5% |
| 1Y | +9.7% | +36.2% | -26.5% | +7.9% |
| All | +9.7% | +33.8% | -24.1% | +7.9% |
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