+11.6%
SWKS vs GWW
+95.0%
-83.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +2.3% |
| 7D | +10.9% | +3.7% | +7.2% | +9.2% |
| 30D | +17.6% | +13.6% | +4.0% | +11.1% |
| 3M | +29.2% | +15.4% | +13.9% | +20.9% |
| 6M | +37.0% | +21.8% | +15.2% | +23.4% |
| YTD | +44.9% | +50.0% | -5.1% | +14.5% |
| 1Y | +33.8% | +60.2% | -26.4% | +1.3% |
| All | +11.6% | +95.0% | -83.4% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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