+23.8%
SWKS vs GEHC
+14.6%
+9.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.7% |
| 7D | -2.7% | +5.6% | -8.4% | -3.1% |
| 30D | +8.5% | +27.9% | -19.4% | +6.4% |
| 3M | +17.3% | +17.1% | +0.1% | +16.0% |
| 6M | +25.1% | +32.5% | -7.4% | +21.7% |
| YTD | +33.3% | +2.7% | +30.7% | +43.6% |
| All | +23.8% | +14.6% | +9.2% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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