+32.4%
SWKS vs GEN
+166.9%
-134.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | -2.7% | -0.3% | -2.4% | -2.7% |
| 30D | +8.5% | +28.2% | -19.7% | -0.5% |
| 3M | +17.3% | +2.6% | +14.7% | +14.5% |
| 6M | +25.1% | +32.7% | -7.6% | +10.5% |
| YTD | +33.3% | +11.3% | +22.1% | +24.5% |
| 1Y | +22.9% | +17.9% | +5.0% | +12.2% |
| 3Y | +5.5% | +66.3% | -60.8% | -14.6% |
| 5Y | -41.9% | +31.7% | -73.6% | -50.4% |
| 10Y | +32.4% | +150.0% | -117.6% | -16.5% |
| All | +32.4% | +166.9% | -134.5% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling