+580.9%
SWKS vs GNRC
+2,087.1%
-1,506.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.4% | +1.2% | +2.7% |
| 7D | +12.5% | +1.9% | +10.6% | +11.7% |
| 30D | +10.5% | -13.8% | +24.3% | +16.3% |
| 3M | -7.4% | -32.6% | +25.2% | +6.3% |
| 6M | +32.7% | -15.2% | +47.8% | +38.9% |
| YTD | +19.2% | +37.4% | -18.2% | +3.4% |
| 1Y | +2.4% | +5.1% | -2.8% | -2.9% |
| 3Y | -25.6% | +57.5% | -83.1% | -40.9% |
| 5Y | -53.4% | -58.7% | +5.3% | -45.6% |
| 10Y | +23.2% | +395.5% | -372.3% | -41.9% |
| All | +580.9% | +2,087.1% | -1,506.2% | +88.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling