+42.3%
SWKS vs GNRC
+425.3%
-382.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +2.3% |
| 7D | +6.8% | +3.2% | +3.6% | +5.5% |
| 30D | +11.3% | -9.5% | +20.8% | +15.5% |
| 3M | +4.1% | -28.5% | +32.6% | +18.1% |
| 6M | +39.7% | -10.0% | +49.6% | +43.3% |
| YTD | +23.2% | +36.7% | -13.5% | +5.1% |
| 1Y | +5.3% | +2.6% | +2.7% | 0.0% |
| 3Y | -15.1% | +61.9% | -77.0% | -35.6% |
| 5Y | -50.3% | -59.0% | +8.7% | -38.1% |
| 10Y | +42.3% | +444.8% | -402.4% | -53.0% |
| All | +42.3% | +425.3% | -382.9% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 10y: compounded portfolio wealth divided by compounded GNRC 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…
10y analysis · Full analysis span regression · 6 months rolling