-19.3%
GIS vs SWK
+79.5%
-98.8%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.8% | -4.6% | -2.2% |
| 7D | +0.4% | +10.7% | -10.3% | -1.4% |
| 30D | +10.1% | +33.3% | -23.3% | +5.7% |
| 3M | -3.7% | +14.7% | -18.3% | -6.3% |
| 6M | +4.3% | +48.5% | -44.3% | -0.9% |
| YTD | -19.8% | +63.9% | -83.7% | -23.7% |
| All | -19.3% | +79.5% | -98.8% | -23.2% |
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