+236.9%
PLD vs SWK
+2.4%
+234.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.0% |
| 7D | -2.4% | -0.4% | -1.9% | -2.3% |
| 30D | -2.4% | -5.7% | +3.3% | -0.5% |
| 3M | -3.8% | +24.1% | -27.9% | -11.7% |
| 6M | 0.0% | +24.7% | -24.7% | -8.9% |
| YTD | +9.2% | +33.9% | -24.7% | -3.5% |
| 1Y | +25.9% | +34.7% | -8.8% | +10.4% |
| 3Y | +21.3% | +15.3% | +6.0% | +9.1% |
| 5Y | +14.1% | -39.3% | +53.4% | +23.9% |
| All | +236.9% | +2.4% | +234.5% | +194.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling