+14.1%
SWKS vs GD
+6.0%
+8.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.3% | -1.5% |
| 7D | -9.2% | -3.9% | -5.3% | -8.3% |
| 30D | -1.9% | +8.1% | -10.0% | -3.6% |
| 3M | +21.2% | -6.8% | +28.0% | +23.8% |
| 6M | +12.9% | +3.0% | +9.9% | +11.8% |
| YTD | +30.7% | +7.8% | +23.0% | +27.5% |
| 1Y | +14.1% | +5.8% | +8.3% | +12.6% |
| All | +14.1% | +6.0% | +8.2% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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