+45,729.3%
PGR vs SWK
+1,510.2%
+44,219.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.1% | +1.5% |
| 7D | +1.0% | -2.0% | +2.9% | +1.5% |
| 30D | +5.7% | +24.6% | -18.9% | -1.0% |
| 3M | +13.6% | +10.8% | +2.8% | +9.8% |
| 6M | +18.8% | +46.1% | -27.3% | +5.2% |
| YTD | +10.1% | +56.8% | -46.7% | -5.6% |
| 1Y | +13.0% | +72.7% | -59.7% | -6.1% |
| 3Y | +60.6% | +49.9% | +10.7% | +31.3% |
| 5Y | +173.5% | -30.9% | +204.4% | +175.0% |
| 10Y | +836.4% | +18.1% | +818.3% | +621.5% |
| All | +45,729.3% | +1,510.2% | +44,219.1% | +14,080.4% |
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