+231.7%
PLD vs SWKS
+33.1%
+198.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.6% |
| 7D | -0.8% | -6.2% | +5.4% | +0.8% |
| 30D | -0.3% | -1.5% | +1.2% | -0.1% |
| 3M | -8.0% | +23.0% | -31.0% | -14.1% |
| 6M | -9.8% | +27.6% | -37.4% | -18.0% |
| YTD | +1.8% | +32.3% | -30.5% | -9.5% |
| 1Y | +5.6% | +20.1% | -14.5% | -3.5% |
| 3Y | +33.3% | +0.6% | +32.6% | +21.9% |
| 5Y | +0.3% | -42.3% | +42.6% | +4.9% |
| All | +231.7% | +33.1% | +198.6% | +167.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling