+20.1%
SWKS vs GEN
+17.5%
+2.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.6% | +3.9% | +1.4% |
| 7D | -6.2% | +2.3% | -8.4% | -6.3% |
| 30D | -1.5% | +33.1% | -34.5% | -3.9% |
| 3M | +23.0% | +6.5% | +16.5% | +22.0% |
| 6M | +27.6% | +53.8% | -26.2% | +16.2% |
| YTD | +32.3% | +11.2% | +21.1% | +28.7% |
| 1Y | +20.1% | +19.4% | +0.7% | +14.4% |
| All | +20.1% | +17.5% | +2.6% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling