+1,543.5%
SWK vs GPC
+2,135.2%
-591.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.7% | +11.4% | +11.9% |
| 7D | +17.9% | +4.1% | +13.8% | +14.9% |
| 30D | +31.9% | +0.1% | +31.8% | +31.5% |
| 3M | +16.6% | -3.9% | +20.5% | +19.4% |
| 6M | +61.1% | +24.4% | +36.7% | +37.0% |
| YTD | +64.2% | +5.7% | +58.5% | +53.7% |
| 1Y | +85.2% | +6.8% | +78.4% | +72.3% |
| 3Y | +50.2% | +3.8% | +46.4% | +38.5% |
| 5Y | -22.8% | +9.2% | -32.0% | -31.9% |
| 10Y | +35.8% | +93.8% | -58.0% | -20.9% |
| All | +1,543.5% | +2,135.2% | -591.8% | +149.7% |
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