+1,643.3%
PLD vs SWK
+468.0%
+1,175.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.4% | -0.9% |
| 7D | +0.4% | +11.3% | -10.8% | -5.0% |
| 30D | -0.1% | +28.1% | -28.2% | -11.7% |
| 3M | -7.9% | +12.6% | -20.5% | -13.8% |
| 6M | -7.0% | +51.7% | -58.7% | -25.4% |
| YTD | +3.1% | +60.0% | -56.9% | -20.5% |
| 1Y | +7.1% | +72.7% | -65.6% | -20.7% |
| 3Y | +32.9% | +46.3% | -13.4% | +1.4% |
| 5Y | +1.5% | -24.6% | +26.2% | +2.1% |
| 10Y | +245.9% | +32.2% | +213.6% | +124.7% |
| All | +1,643.3% | +468.0% | +1,175.3% | +439.5% |
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