+24.0%
SWKS vs GRMN
+44.5%
-20.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | 0.0% |
| 7D | -3.1% | +6.3% | -9.5% | -3.8% |
| 30D | +8.3% | +7.6% | +0.8% | +7.3% |
| 3M | +20.2% | -7.5% | +27.7% | +21.0% |
| 6M | +24.9% | +21.2% | +3.7% | +20.9% |
| YTD | +33.2% | +44.0% | -10.9% | +17.4% |
| All | +24.0% | +44.5% | -20.5% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 1y: compounded portfolio wealth divided by compounded GRMN 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…
1y analysis · Full analysis span regression · 6 months rolling