+23.6%
SWKS vs GEN
+18.5%
+5.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -3.1% | +1.0% | -4.2% | -3.2% |
| 30D | +8.3% | +29.1% | -20.7% | +5.8% |
| 3M | +20.2% | +2.9% | +17.3% | +19.9% |
| 6M | +24.9% | +33.6% | -8.7% | +18.0% |
| YTD | +33.2% | +12.0% | +21.1% | +30.3% |
| 1Y | +23.6% | +16.2% | +7.4% | +19.2% |
| All | +23.6% | +18.5% | +5.1% | +19.2% |
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