+14,159.6%
GWW vs SWK
+1,275.2%
+12,884.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.6% |
| 7D | +1.4% | -0.4% | +1.8% | +1.5% |
| 30D | +3.3% | -5.7% | +9.0% | +5.4% |
| 3M | +2.9% | +24.1% | -21.1% | -5.8% |
| 6M | +15.8% | +24.7% | -8.9% | +5.1% |
| YTD | +32.0% | +33.9% | -1.9% | +16.3% |
| 1Y | +29.9% | +34.7% | -4.8% | +13.4% |
| 3Y | +91.1% | +15.3% | +75.8% | +68.4% |
| 5Y | +223.9% | -39.3% | +263.2% | +251.8% |
| 10Y | +567.0% | +2.5% | +564.6% | +457.6% |
| All | +14,159.6% | +1,275.2% | +12,884.5% | +4,966.5% |
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 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