+186.4%
PAAS vs SWK
+32.9%
+153.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +2.2% |
| 7D | +8.8% | +10.7% | -1.8% | +6.2% |
| 30D | -8.5% | +33.3% | -41.8% | -14.6% |
| 3M | -17.0% | +14.7% | -31.7% | -19.8% |
| 6M | -27.9% | +48.5% | -76.4% | -34.5% |
| YTD | -17.5% | +63.9% | -81.4% | -26.8% |
| 1Y | +22.8% | +80.4% | -57.6% | +6.7% |
| 3Y | +224.2% | +58.1% | +166.1% | +182.7% |
| 5Y | +73.6% | -24.5% | +98.1% | +72.4% |
| 10Y | +186.4% | +29.5% | +156.9% | +136.0% |
| All | +186.4% | +32.9% | +153.5% | +136.0% |
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