+1,501.0%
SWK vs GPC
+2,100.6%
-599.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | -1.5% |
| 7D | +11.3% | +1.7% | +9.6% | +10.2% |
| 30D | +28.1% | -2.3% | +30.4% | +29.9% |
| 3M | +12.6% | -4.5% | +17.1% | +15.9% |
| 6M | +51.7% | +21.6% | +30.2% | +31.0% |
| YTD | +60.0% | +4.0% | +55.9% | +51.4% |
| 1Y | +72.7% | +3.5% | +69.2% | +64.0% |
| 3Y | +46.3% | +2.1% | +44.2% | +36.4% |
| 5Y | -24.6% | +5.5% | -30.1% | -31.9% |
| 10Y | +32.2% | +90.7% | -58.5% | -22.1% |
| All | +1,501.0% | +2,100.6% | -599.6% | +145.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling