+2,611.5%
GPN vs SWK
+543.9%
+2,067.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | +0.8% | -0.4% | +1.2% | +1.0% |
| 30D | +5.8% | -5.7% | +11.5% | +8.5% |
| 3M | +37.0% | +24.1% | +12.9% | +23.9% |
| 6M | +20.1% | +24.7% | -4.6% | +7.5% |
| YTD | +20.4% | +33.9% | -13.5% | +3.8% |
| 1Y | +7.4% | +34.7% | -27.3% | -8.1% |
| 3Y | -26.1% | +15.3% | -41.4% | -35.1% |
| 5Y | -38.5% | -39.3% | +0.8% | -30.7% |
| 10Y | +28.4% | +2.5% | +25.9% | +8.0% |
| All | +2,611.5% | +543.9% | +2,067.6% | +1,233.8% |
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 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