+5.7%
PCOR vs SWK
+82.9%
-77.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.6% |
| 7D | +23.7% | +11.3% | +12.4% | +21.1% |
| 30D | +39.0% | +28.1% | +10.9% | +34.7% |
| 3M | +35.8% | +12.6% | +23.2% | +32.5% |
| 6M | +38.2% | +51.7% | -13.5% | +34.1% |
| YTD | +3.9% | +60.0% | -56.0% | +3.4% |
| 1Y | +5.7% | +72.7% | -67.0% | +4.8% |
| All | +5.7% | +82.9% | -77.3% | +4.8% |
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