+21.7%
PCOR vs SWK
+55.1%
-33.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | +13.1% | +6.6% | +14.4% |
| 7D | +21.8% | +17.9% | +3.9% | +16.1% |
| 30D | +39.5% | +31.9% | +7.6% | +31.9% |
| 3M | +35.2% | +16.6% | +18.7% | +28.4% |
| 6M | +21.7% | +61.1% | -39.4% | +23.6% |
| All | +21.7% | +55.1% | -33.3% | +23.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling