+30.9%
GPN vs SWK
+79.5%
-48.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.4% |
| 7D | -1.9% | +10.7% | -12.5% | -4.8% |
| 30D | +18.9% | +33.3% | -14.4% | +8.6% |
| 3M | +13.8% | +14.7% | -0.8% | +9.1% |
| 6M | +42.3% | +48.5% | -6.3% | +24.4% |
| YTD | +27.6% | +63.9% | -36.3% | +5.6% |
| All | +30.9% | +79.5% | -48.7% | +2.9% |
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 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