+49.5%
SWK vs GRMN
+160.2%
-110.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | +11.0% | +4.7% | +6.3% | +9.0% |
| 30D | +30.1% | +3.4% | +26.6% | +28.1% |
| 3M | +14.7% | -5.0% | +19.7% | +17.1% |
| 6M | +44.5% | +18.6% | +25.9% | +32.0% |
| YTD | +59.4% | +42.5% | +16.9% | +32.3% |
| 1Y | +77.5% | +42.3% | +35.2% | +47.6% |
| 3Y | +49.5% | +158.5% | -109.0% | -9.1% |
| All | +49.5% | +160.2% | -110.8% | -9.1% |
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