+8,981.9%
SWKS vs GD
+20,595.6%
-11,613.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.6% | -0.3% | -1.7% |
| 7D | -4.9% | +3.0% | -7.9% | -6.2% |
| 30D | -1.2% | +10.5% | -11.7% | -5.7% |
| 3M | +24.2% | -5.0% | +29.1% | +26.7% |
| 6M | +21.5% | +5.5% | +16.0% | +17.6% |
| YTD | +33.5% | +10.3% | +23.1% | +26.2% |
| 1Y | +18.9% | +8.2% | +10.8% | +13.5% |
| 3Y | +0.4% | +59.0% | -58.7% | -20.1% |
| 5Y | -44.3% | +104.3% | -148.6% | -60.9% |
| 10Y | +37.1% | +202.4% | -165.3% | -20.6% |
| All | +8,981.9% | +20,595.6% | -11,613.7% | +2,262.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling