-25.2%
SWKS vs GEN
+58.9%
-84.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +4.3% |
| 7D | +12.5% | -1.2% | +13.7% | +12.9% |
| 30D | +10.5% | +10.1% | +0.4% | +6.3% |
| 3M | -7.4% | +16.1% | -23.5% | -13.0% |
| 6M | +32.7% | +38.9% | -6.2% | +13.6% |
| YTD | +19.2% | +14.4% | +4.7% | +12.2% |
| 1Y | +2.4% | +5.9% | -3.5% | +0.2% |
| All | -25.2% | +58.9% | -84.2% | -37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling