+200.1%
PAAS vs SWK
+2.4%
+197.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.6% |
| 7D | -2.9% | -0.4% | -2.4% | -2.8% |
| 30D | +6.8% | -5.7% | +12.5% | +8.3% |
| 3M | -2.9% | +24.1% | -27.0% | -7.8% |
| 6M | -16.4% | +24.7% | -41.1% | -20.9% |
| YTD | 0.0% | +33.9% | -33.9% | -6.9% |
| 1Y | +54.3% | +34.7% | +19.6% | +42.9% |
| 3Y | +230.7% | +15.3% | +215.4% | +209.9% |
| 5Y | +111.6% | -39.3% | +150.9% | +121.8% |
| All | +200.1% | +2.4% | +197.7% | +142.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 10y: compounded portfolio wealth divided by compounded SWK 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…
10y analysis · Full analysis span regression · 6 months rolling