+17.5%
SWK vs GEN
+58.9%
-41.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.7% |
| 7D | -0.4% | -1.2% | +0.7% | 0.0% |
| 30D | -5.7% | +10.1% | -15.9% | -9.2% |
| 3M | +24.1% | +16.1% | +8.0% | +16.9% |
| 6M | +24.7% | +38.9% | -14.1% | +8.3% |
| YTD | +33.9% | +14.4% | +19.5% | +27.7% |
| 1Y | +34.7% | +5.9% | +28.8% | +33.5% |
| All | +17.5% | +58.9% | -41.4% | -8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling