+52.5%
GWW vs SWK
+71.2%
-18.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.6% |
| 7D | +6.0% | +11.0% | -5.0% | +2.8% |
| 30D | +14.0% | +30.1% | -16.0% | +6.2% |
| 3M | +12.5% | +14.7% | -2.1% | +8.2% |
| 6M | +23.6% | +44.5% | -20.9% | +10.3% |
| YTD | +43.6% | +59.4% | -15.8% | +21.8% |
| 1Y | +52.5% | +77.5% | -25.0% | +24.5% |
| All | +52.5% | +71.2% | -18.7% | +24.5% |
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