+37.8%
GEV vs SWK
+77.0%
-39.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.4% | -2.5% | -3.5% |
| 7D | -13.2% | +11.3% | -24.5% | -15.6% |
| 30D | -20.6% | +31.5% | -52.1% | -27.7% |
| 3M | -19.5% | +14.4% | -33.9% | -22.7% |
| 6M | -23.3% | +46.4% | -69.7% | -33.2% |
| YTD | +22.2% | +61.6% | -39.3% | -1.8% |
| 1Y | +37.8% | +78.7% | -40.9% | +9.8% |
| All | +37.8% | +77.0% | -39.2% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling