+56.7%
GH vs SWK
+71.2%
-14.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -15.6% | +11.0% | -26.7% | -17.7% |
| 30D | -10.4% | +30.1% | -40.4% | -16.5% |
| 3M | -4.3% | +14.7% | -18.9% | -7.5% |
| 6M | +63.5% | +44.5% | +19.0% | +46.0% |
| YTD | +47.7% | +59.4% | -11.7% | +29.3% |
| 1Y | +56.7% | +77.5% | -20.8% | +34.5% |
| All | +56.7% | +71.2% | -14.4% | +34.5% |
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