+8,007.1%
SWKS vs GPC
+2,341.8%
+5,665.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.3% |
| 7D | +12.5% | +0.4% | +12.1% | +12.3% |
| 30D | +10.5% | +5.1% | +5.3% | +7.2% |
| 3M | -7.4% | +41.5% | -48.9% | -26.8% |
| 6M | +32.7% | +21.8% | +10.9% | +14.2% |
| YTD | +19.2% | +14.6% | +4.6% | +5.1% |
| 1Y | +2.4% | +1.3% | +1.1% | -2.6% |
| 3Y | -25.6% | -1.4% | -24.2% | -31.1% |
| 5Y | -53.4% | +30.6% | -84.0% | -64.5% |
| 10Y | +23.2% | +80.6% | -57.4% | -29.0% |
| All | +8,007.1% | +2,341.8% | +5,665.4% | +1,695.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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