+1,240.6%
SWK vs GPC
+2,341.8%
-1,101.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.1% |
| 7D | -0.4% | +1.2% | -1.6% | -1.2% |
| 30D | -5.7% | +6.0% | -11.7% | -9.4% |
| 3M | +24.1% | +42.6% | -18.6% | -3.6% |
| 6M | +24.7% | +22.8% | +1.9% | +7.1% |
| YTD | +33.9% | +15.5% | +18.5% | +18.4% |
| 1Y | +34.7% | +2.0% | +32.6% | +29.7% |
| 3Y | +15.3% | -1.4% | +16.7% | +9.5% |
| 5Y | -39.3% | +30.6% | -69.9% | -52.6% |
| 10Y | +2.5% | +80.6% | -78.1% | -37.6% |
| All | +1,240.6% | +2,341.8% | -1,101.2% | +92.3% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling