-51.2%
SWKS vs GNRC
-57.1%
+5.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.3% |
| 7D | +11.8% | +4.8% | +7.0% | +10.0% |
| 30D | +6.7% | -10.4% | +17.1% | +10.6% |
| 3M | 0.0% | -28.5% | +28.5% | +11.4% |
| 6M | +38.7% | -6.8% | +45.5% | +40.7% |
| YTD | +21.4% | +39.5% | -18.1% | +6.1% |
| 1Y | +2.9% | +3.4% | -0.5% | -1.1% |
| 3Y | -16.4% | +65.1% | -81.5% | -33.1% |
| 5Y | -51.2% | -57.1% | +5.9% | -49.2% |
| All | -51.2% | -57.1% | +5.9% | -49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling