-25.2%
SWKS vs GRMN
+176.7%
-201.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | +12.5% | -2.9% | +15.4% | +13.3% |
| 30D | +10.5% | -8.4% | +18.9% | +12.8% |
| 3M | -7.4% | +15.0% | -22.4% | -11.1% |
| 6M | +32.7% | +11.2% | +21.5% | +28.1% |
| YTD | +19.2% | +37.7% | -18.5% | +7.9% |
| 1Y | +2.4% | +18.5% | -16.1% | -3.5% |
| All | -25.2% | +176.7% | -201.9% | -36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling