+72.9%
PBR vs SWK
+87.6%
-14.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +13.1% | -20.1% | -3.9% |
| 7D | -11.0% | +17.9% | -28.9% | -7.3% |
| 30D | -18.8% | +31.9% | -50.7% | -13.6% |
| 3M | +7.8% | +16.6% | -8.7% | +12.6% |
| 6M | -7.6% | +61.1% | -68.7% | 0.0% |
| YTD | +72.7% | +64.2% | +8.4% | +84.5% |
| 1Y | +72.9% | +85.2% | -12.3% | +84.2% |
| All | +72.9% | +87.6% | -14.7% | +84.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling