+1,501.0%
SWK vs GEN
+8,824.3%
-7,323.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.6% | -2.4% |
| 7D | +11.3% | +8.5% | +2.7% | +9.9% |
| 30D | +28.1% | +34.2% | -6.1% | +22.1% |
| 3M | +12.6% | +10.0% | +2.6% | +10.4% |
| 6M | +51.7% | +56.8% | -5.1% | +39.9% |
| YTD | +60.0% | +14.2% | +45.7% | +54.7% |
| 1Y | +72.7% | +20.8% | +51.9% | +65.5% |
| 3Y | +46.3% | +84.1% | -37.8% | +31.2% |
| 5Y | -24.6% | +37.1% | -61.7% | -29.8% |
| 10Y | +32.2% | +171.5% | -139.2% | +8.1% |
| All | +1,501.0% | +8,824.3% | -7,323.3% | +638.6% |
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 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