+2,762.0%
GPN vs SWK
+666.2%
+2,095.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.7% |
| 7D | +0.6% | +11.0% | -10.5% | -4.6% |
| 30D | +20.1% | +30.1% | -9.9% | +6.2% |
| 3M | +11.4% | +14.7% | -3.3% | +3.8% |
| 6M | +40.8% | +44.5% | -3.7% | +17.9% |
| YTD | +27.1% | +59.4% | -32.3% | +0.6% |
| 1Y | +29.2% | +77.5% | -48.3% | -2.8% |
| 3Y | -9.4% | +49.5% | -58.8% | -29.4% |
| 5Y | -25.1% | -24.9% | -0.2% | -23.7% |
| 10Y | +46.1% | +31.8% | +14.3% | +9.1% |
| All | +2,762.0% | +666.2% | +2,095.8% | +1,192.3% |
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 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