+8,794.6%
SWKS vs GEN
+8,824.3%
-29.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.1% | -1.8% |
| 7D | -9.2% | +8.5% | -17.7% | -11.5% |
| 30D | -1.9% | +34.2% | -36.1% | -10.8% |
| 3M | +21.2% | +10.0% | +11.3% | +16.0% |
| 6M | +12.9% | +56.8% | -43.9% | -4.1% |
| YTD | +30.7% | +14.2% | +16.5% | +21.7% |
| 1Y | +14.1% | +20.8% | -6.7% | +4.4% |
| 3Y | -1.7% | +84.1% | -85.8% | -21.4% |
| 5Y | -43.0% | +37.1% | -80.1% | -51.0% |
| 10Y | +34.3% | +171.5% | -137.2% | -11.8% |
| All | +8,794.6% | +8,824.3% | -29.6% | +2,480.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling