+449.1%
PL vs SWK
+15.2%
+433.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.1% | -1.8% |
| 7D | -9.3% | -0.4% | -8.9% | -9.0% |
| 30D | -18.9% | -5.7% | -13.2% | -16.1% |
| 3M | -58.4% | +24.1% | -82.4% | -63.6% |
| 6M | -30.3% | +24.7% | -55.0% | -39.7% |
| YTD | -8.1% | +33.9% | -42.1% | -25.5% |
| 1Y | +180.5% | +34.7% | +145.8% | +125.1% |
| All | +449.1% | +15.2% | +433.9% | +385.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling