-25.3%
SWK vs GEN
+32.5%
-57.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.3% | +0.5% |
| 7D | +11.0% | +2.3% | +8.8% | +10.4% |
| 30D | +30.1% | +33.1% | -3.0% | +18.1% |
| 3M | +14.7% | +6.5% | +8.2% | +11.1% |
| 6M | +44.5% | +53.8% | -9.3% | +20.7% |
| YTD | +59.4% | +11.2% | +48.2% | +50.7% |
| 1Y | +77.5% | +19.4% | +58.1% | +62.9% |
| 3Y | +49.5% | +81.0% | -31.6% | +18.4% |
| All | -25.3% | +32.5% | -57.7% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling