-22.5%
GIS vs SWK
+74.4%
-96.8%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.4% |
| 7D | -3.4% | -1.4% | -2.0% | -3.1% |
| 30D | +6.9% | +25.5% | -18.6% | +3.5% |
| 3M | -10.1% | +11.8% | -21.9% | -12.1% |
| 6M | +5.9% | +48.7% | -42.8% | +0.7% |
| YTD | -21.1% | +57.2% | -78.3% | -24.7% |
| 1Y | -22.5% | +75.3% | -97.8% | -26.3% |
| All | -22.5% | +74.4% | -96.8% | -26.3% |
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