+27.7%
GLW vs SWKS
+20.8%
+6.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.1% | -3.2% |
| 7D | -11.1% | -3.1% | -8.0% | -9.6% |
| 30D | -28.4% | +8.3% | -36.8% | -30.9% |
| 3M | -28.8% | +20.2% | -49.0% | -35.8% |
| 6M | -39.8% | +24.9% | -64.7% | -45.6% |
| YTD | +28.7% | +33.2% | -4.4% | +6.8% |
| 1Y | +27.7% | +23.6% | +4.1% | +11.4% |
| All | +27.7% | +20.8% | +6.9% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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