+22,462.1%
PH vs SWK
+1,585.9%
+20,876.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +13.1% | -16.8% | -10.5% |
| 7D | -0.2% | +17.9% | -18.1% | -9.2% |
| 30D | -6.7% | +31.9% | -38.7% | -20.3% |
| 3M | -8.1% | +16.6% | -24.7% | -16.5% |
| 6M | +5.3% | +61.1% | -55.8% | -20.0% |
| YTD | +4.2% | +64.2% | -60.0% | -22.5% |
| 1Y | +19.3% | +85.2% | -65.9% | -17.1% |
| 3Y | +133.9% | +50.2% | +83.7% | +71.9% |
| 5Y | +197.7% | -22.8% | +220.5% | +199.5% |
| 10Y | +776.5% | +35.8% | +740.7% | +546.7% |
| All | +22,462.1% | +1,585.9% | +20,876.2% | +5,841.2% |
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