+432.5%
GNRC vs SWK
+0.7%
+431.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +3.2% |
| 7D | +4.8% | +0.1% | +4.7% | +4.7% |
| 30D | -10.4% | -8.9% | -1.5% | -5.3% |
| 3M | -28.5% | +20.5% | -49.0% | -36.1% |
| 6M | -6.8% | +27.1% | -33.9% | -19.7% |
| YTD | +39.5% | +30.2% | +9.3% | +17.7% |
| 1Y | +3.4% | +24.8% | -21.4% | -10.9% |
| 3Y | +65.1% | +16.3% | +48.8% | +41.5% |
| 5Y | -57.1% | -40.1% | -17.0% | -48.1% |
| 10Y | +432.5% | +0.8% | +431.7% | +339.8% |
| All | +432.5% | +0.7% | +431.8% | +339.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling