-51.2%
SWKS vs GPN
-41.5%
-9.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.2% | +3.3% |
| 7D | +11.8% | -0.7% | +12.5% | +12.2% |
| 30D | +6.7% | +3.8% | +2.9% | +4.8% |
| 3M | 0.0% | +39.2% | -39.2% | -15.0% |
| 6M | +38.7% | +17.9% | +20.8% | +26.0% |
| YTD | +21.4% | +16.4% | +5.0% | +9.8% |
| 1Y | +2.9% | +3.6% | -0.7% | -1.7% |
| 3Y | -16.4% | -26.7% | +10.3% | -7.2% |
| 5Y | -51.2% | -44.8% | -6.4% | -45.1% |
| All | -51.2% | -41.5% | -9.7% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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