+9.3%
PLD vs SWKS
+14.2%
-4.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.9% | +4.7% | +1.9% |
| 7D | +4.9% | -4.9% | +9.8% | +5.2% |
| 30D | +2.6% | -1.2% | +3.7% | +2.6% |
| 3M | -4.8% | +24.2% | -28.9% | -6.1% |
| 6M | -3.9% | +21.5% | -25.4% | -5.5% |
| YTD | +5.3% | +33.5% | -28.2% | +1.2% |
| 1Y | +9.3% | +18.9% | -9.7% | +5.6% |
| All | +9.3% | +14.2% | -4.9% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling