+55.1%
SWK vs GPC
+0.5%
+54.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.3% |
| 7D | -2.3% | -2.1% | -0.2% | -1.1% |
| 30D | +30.4% | -4.5% | +35.0% | +33.8% |
| 3M | +12.1% | -7.7% | +19.8% | +17.2% |
| 6M | +49.1% | +24.3% | +24.8% | +29.3% |
| YTD | +60.4% | +3.5% | +57.0% | +51.6% |
| 1Y | +78.3% | +0.7% | +77.6% | +71.5% |
| All | +55.1% | +0.5% | +54.6% | +36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling