-43.6%
SWKS vs GEN
+32.5%
-76.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.6% | +3.9% | +2.1% |
| 7D | -6.2% | +2.3% | -8.4% | -7.0% |
| 30D | -1.5% | +33.1% | -34.5% | -11.3% |
| 3M | +23.0% | +6.5% | +16.5% | +18.6% |
| 6M | +27.6% | +53.8% | -26.2% | +4.1% |
| YTD | +32.3% | +11.2% | +21.1% | +23.5% |
| 1Y | +20.1% | +19.4% | +0.7% | +8.4% |
| 3Y | +0.6% | +81.0% | -80.4% | -23.4% |
| All | -43.6% | +32.5% | -76.1% | -52.0% |
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