+710.1%
SWK vs GRMN
+6,910.7%
-6,200.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.3% |
| 7D | +11.3% | +2.3% | +8.9% | +10.6% |
| 30D | +28.1% | +2.6% | +25.5% | +27.1% |
| 3M | +12.6% | -5.0% | +17.6% | +14.5% |
| 6M | +51.7% | +23.1% | +28.6% | +40.2% |
| YTD | +60.0% | +42.9% | +17.1% | +40.0% |
| 1Y | +72.7% | +41.7% | +31.0% | +51.6% |
| 3Y | +46.3% | +160.7% | -114.4% | +3.4% |
| 5Y | -24.6% | +124.2% | -148.8% | -44.2% |
| 10Y | +32.2% | +684.8% | -652.5% | -31.2% |
| All | +710.1% | +6,910.7% | -6,200.6% | +130.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling