+72.7%
SWK vs GEN
+20.3%
+52.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.6% | -2.4% |
| 7D | +11.3% | +8.5% | +2.7% | +10.0% |
| 30D | +28.1% | +34.2% | -6.1% | +23.1% |
| 3M | +12.6% | +10.0% | +2.6% | +10.2% |
| 6M | +51.7% | +56.8% | -5.1% | +40.2% |
| YTD | +60.0% | +14.2% | +45.7% | +68.1% |
| 1Y | +72.7% | +20.8% | +51.9% | +74.8% |
| All | +72.7% | +20.3% | +52.4% | +74.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling