+9.2%
SWKS vs GH
+443.7%
-434.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +1.5% |
| 7D | -6.2% | -15.6% | +9.5% | -3.0% |
| 30D | -1.5% | -10.4% | +8.9% | +0.6% |
| 3M | +23.0% | -4.3% | +27.2% | +23.5% |
| 6M | +27.6% | +63.5% | -35.9% | +13.9% |
| YTD | +32.3% | +47.7% | -15.4% | +19.5% |
| 1Y | +20.1% | +56.7% | -36.6% | +6.9% |
| 3Y | +0.6% | +443.9% | -443.2% | -36.4% |
| 5Y | -42.3% | +36.9% | -79.2% | -54.9% |
| All | +9.2% | +443.7% | -434.5% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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