+100.3%
SWKS vs GRMN
+6,910.7%
-6,810.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.7% |
| 7D | -9.2% | +2.3% | -11.5% | -10.3% |
| 30D | -1.9% | +2.6% | -4.5% | -3.3% |
| 3M | +21.2% | -5.0% | +26.2% | +23.4% |
| 6M | +12.9% | +23.1% | -10.2% | +1.2% |
| YTD | +30.7% | +42.9% | -12.2% | +8.8% |
| 1Y | +14.1% | +41.7% | -27.6% | -4.6% |
| 3Y | -1.7% | +160.7% | -162.4% | -40.2% |
| 5Y | -43.0% | +124.2% | -167.2% | -62.9% |
| 10Y | +34.3% | +684.8% | -650.5% | -47.3% |
| All | +100.3% | +6,910.7% | -6,810.5% | -76.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling