+42,489.9%
PGR vs SWK
+1,275.2%
+41,214.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.5% |
| 7D | +0.1% | -0.4% | +0.6% | +0.2% |
| 30D | +2.9% | -5.7% | +8.6% | +4.6% |
| 3M | +12.1% | +24.1% | -12.0% | +4.5% |
| 6M | +3.7% | +24.7% | -21.0% | -4.2% |
| YTD | +2.4% | +33.9% | -31.6% | -7.8% |
| 1Y | -6.4% | +34.7% | -41.0% | -16.4% |
| 3Y | +76.8% | +15.3% | +61.5% | +56.4% |
| 5Y | +154.3% | -39.3% | +193.6% | +165.4% |
| 10Y | +790.1% | +2.5% | +787.6% | +615.9% |
| All | +42,489.9% | +1,275.2% | +41,214.7% | +13,740.3% |
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