-21.6%
GIS vs SWK
+76.3%
-97.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -4.6% | -2.3% | -2.3% | -4.2% |
| 30D | +6.6% | +30.4% | -23.8% | +2.7% |
| 3M | -8.1% | +12.1% | -20.2% | -10.3% |
| 6M | +4.9% | +49.1% | -44.2% | -0.2% |
| YTD | -21.4% | +60.4% | -81.8% | -24.9% |
| 1Y | -21.6% | +78.3% | -99.9% | -25.3% |
| All | -21.6% | +76.3% | -97.9% | -25.3% |
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