+1,488.6%
GIS vs SWK
+1,275.2%
+213.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.6% |
| 7D | -7.8% | -0.4% | -7.4% | -7.8% |
| 30D | +6.6% | -5.7% | +12.3% | +7.4% |
| 3M | +21.0% | +24.1% | -3.1% | +17.2% |
| 6M | -9.1% | +24.7% | -33.8% | -12.2% |
| YTD | -13.6% | +33.9% | -47.6% | -17.5% |
| 1Y | -18.0% | +34.7% | -52.7% | -22.0% |
| 3Y | -33.7% | +15.3% | -48.9% | -36.7% |
| 5Y | -19.4% | -39.3% | +19.8% | -17.2% |
| 10Y | -21.3% | +2.5% | -23.7% | -28.4% |
| All | +1,488.6% | +1,275.2% | +213.4% | +658.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling