+85.2%
SWK vs GPC
+6.5%
+78.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.7% | +11.4% | +12.2% |
| 7D | +17.9% | +4.1% | +13.8% | +15.7% |
| 30D | +31.9% | +0.1% | +31.8% | +31.5% |
| 3M | +16.6% | -3.9% | +20.5% | +18.7% |
| 6M | +61.1% | +24.4% | +36.7% | +41.8% |
| YTD | +64.2% | +5.7% | +58.5% | +37.5% |
| 1Y | +85.2% | +6.8% | +78.4% | +49.9% |
| All | +85.2% | +6.5% | +78.8% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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