+662.0%
SWKS vs GNRC
+2,103.5%
-1,441.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.8% | -6.0% | -1.7% |
| 7D | -2.7% | -6.6% | +3.8% | -0.7% |
| 30D | +8.5% | -16.1% | +24.6% | +14.7% |
| 3M | +17.3% | -11.1% | +28.3% | +20.5% |
| 6M | +25.1% | -29.9% | +55.1% | +39.5% |
| YTD | +33.3% | +38.4% | -5.1% | +13.8% |
| 1Y | +22.9% | +21.5% | +1.4% | +9.7% |
| 3Y | +5.5% | +83.5% | -78.0% | -21.0% |
| 5Y | -41.9% | -57.1% | +15.2% | -33.7% |
| 10Y | +32.4% | +372.1% | -339.7% | -37.4% |
| All | +662.0% | +2,103.5% | -1,441.5% | +107.1% |
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