+50.0%
SWK vs GRMN
+161.0%
-111.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.1% |
| 7D | +11.3% | +2.3% | +8.9% | +10.3% |
| 30D | +28.1% | +2.6% | +25.5% | +26.6% |
| 3M | +12.6% | -5.0% | +17.6% | +14.9% |
| 6M | +51.7% | +23.1% | +28.6% | +36.2% |
| YTD | +60.0% | +42.9% | +17.1% | +32.7% |
| 1Y | +72.7% | +41.7% | +31.0% | +43.9% |
| All | +50.0% | +161.0% | -111.0% | -8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling