-16.1%
PCOR vs SWK
+37.3%
-53.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.1% | -4.4% |
| 7D | -9.0% | -0.4% | -8.5% | -8.9% |
| 30D | +4.2% | -5.7% | +9.9% | +4.9% |
| 3M | +14.4% | +24.1% | -9.7% | +11.4% |
| 6M | +0.2% | +24.7% | -24.5% | -1.7% |
| YTD | -20.3% | +33.9% | -54.2% | -23.2% |
| 1Y | -16.1% | +34.7% | -50.8% | -18.6% |
| All | -16.1% | +37.3% | -53.5% | -18.6% |
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