+376.2%
GE vs SWKS
-44.4%
+420.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.4% | -4.0% |
| 7D | +0.5% | -9.2% | +9.7% | +2.7% |
| 30D | +1.7% | -1.9% | +3.6% | +2.0% |
| 3M | -17.3% | +21.2% | -38.5% | -22.0% |
| 6M | +10.1% | +12.9% | -2.8% | +3.9% |
| YTD | +2.6% | +30.7% | -28.1% | -7.9% |
| 1Y | +3.7% | +14.1% | -10.4% | -3.2% |
| 3Y | +268.3% | -1.7% | +270.0% | +235.1% |
| 5Y | +376.2% | -43.0% | +419.2% | +399.9% |
| All | +376.2% | -44.4% | +420.6% | +399.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling