+1,543.5%
SWK vs GEN
+8,908.8%
-7,365.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +4.0% | +9.1% | +12.5% |
| 7D | +17.9% | +26.9% | -9.0% | +13.4% |
| 30D | +31.9% | +38.6% | -6.7% | +25.1% |
| 3M | +16.6% | +9.7% | +6.8% | +14.3% |
| 6M | +61.1% | +58.9% | +2.2% | +48.2% |
| YTD | +64.2% | +15.3% | +48.9% | +58.6% |
| 1Y | +85.2% | +21.8% | +63.4% | +77.3% |
| 3Y | +50.2% | +85.8% | -35.6% | +34.5% |
| 5Y | -22.8% | +37.4% | -60.2% | -28.2% |
| 10Y | +35.8% | +174.0% | -138.3% | +10.8% |
| All | +1,543.5% | +8,908.8% | -7,365.4% | +657.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling