-53.0%
SWKS vs GEN
+24.6%
-77.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +4.4% |
| 7D | +12.5% | -1.2% | +13.7% | +13.0% |
| 30D | +10.5% | +10.1% | +0.4% | +6.3% |
| 3M | -7.4% | +16.1% | -23.5% | -13.2% |
| 6M | +32.7% | +38.9% | -6.2% | +13.9% |
| YTD | +19.2% | +14.4% | +4.7% | +11.1% |
| 1Y | +2.4% | +5.9% | -3.5% | -1.2% |
| 3Y | -25.6% | +58.8% | -84.4% | -39.8% |
| All | -53.0% | +24.6% | -77.6% | -61.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling