+15,068.3%
PCAR vs SWK
+1,275.2%
+13,793.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.3% |
| 7D | -0.5% | -0.4% | -0.1% | -0.3% |
| 30D | -6.2% | -5.7% | -0.5% | -3.6% |
| 3M | +5.9% | +24.1% | -18.2% | -5.4% |
| 6M | +0.4% | +24.7% | -24.3% | -11.0% |
| YTD | +14.8% | +33.9% | -19.1% | -2.2% |
| 1Y | +30.1% | +34.7% | -4.6% | +9.9% |
| 3Y | +66.7% | +15.3% | +51.4% | +43.5% |
| 5Y | +166.1% | -39.3% | +205.4% | +200.0% |
| 10Y | +353.7% | +2.5% | +351.2% | +252.2% |
| All | +15,068.3% | +1,275.2% | +13,793.1% | +3,360.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling