+1,681.4%
PLD vs SWK
+483.1%
+1,198.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +13.1% | -11.3% | -4.4% |
| 7D | +4.9% | +17.9% | -13.0% | -3.4% |
| 30D | +2.6% | +31.9% | -29.4% | -10.6% |
| 3M | -4.8% | +16.6% | -21.3% | -12.3% |
| 6M | -3.9% | +61.1% | -65.0% | -25.1% |
| YTD | +5.3% | +64.2% | -58.9% | -19.8% |
| 1Y | +9.3% | +85.2% | -76.0% | -21.9% |
| 3Y | +35.8% | +50.2% | -14.4% | +2.3% |
| 5Y | +2.9% | -22.8% | +25.7% | +2.3% |
| 10Y | +253.4% | +35.8% | +217.7% | +126.7% |
| All | +1,681.4% | +483.1% | +1,198.3% | +444.5% |
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