+78.3%
SWK vs GRMN
+47.1%
+31.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.5% |
| 7D | -2.3% | +1.7% | -3.9% | -3.0% |
| 30D | +30.4% | +10.2% | +20.2% | +25.4% |
| 3M | +12.1% | -4.7% | +16.8% | +13.6% |
| 6M | +49.1% | +22.3% | +26.8% | +35.5% |
| YTD | +60.4% | +46.7% | +13.8% | +28.2% |
| 1Y | +78.3% | +49.6% | +28.7% | +38.9% |
| All | +78.3% | +47.1% | +31.2% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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