+82.5%
SWKS vs GRMN
+6,655.2%
-6,572.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | +12.5% | -2.9% | +15.4% | +13.9% |
| 30D | +10.5% | -8.4% | +18.9% | +14.7% |
| 3M | -7.4% | +15.0% | -22.4% | -14.0% |
| 6M | +32.7% | +11.2% | +21.5% | +24.3% |
| YTD | +19.2% | +37.7% | -18.5% | +1.2% |
| 1Y | +2.4% | +18.5% | -16.1% | -7.4% |
| 3Y | -25.6% | +175.8% | -201.4% | -55.9% |
| 5Y | -53.4% | +75.1% | -128.5% | -66.3% |
| 10Y | +23.2% | +637.0% | -613.9% | -50.2% |
| All | +82.5% | +6,655.2% | -6,572.7% | -77.8% |
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