+28.7%
SWK vs GEN
+157.3%
-128.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.3% | +0.4% |
| 7D | +11.0% | +2.3% | +8.8% | +10.4% |
| 30D | +30.1% | +33.1% | -3.0% | +19.6% |
| 3M | +14.7% | +6.5% | +8.2% | +11.5% |
| 6M | +44.5% | +53.8% | -9.3% | +24.7% |
| YTD | +59.4% | +11.2% | +48.2% | +51.1% |
| 1Y | +77.5% | +19.4% | +58.1% | +64.6% |
| 3Y | +49.5% | +81.0% | -31.6% | +23.0% |
| 5Y | -24.9% | +33.4% | -58.3% | -34.3% |
| All | +28.7% | +157.3% | -128.5% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling