+1,643.3%
PLD vs SWKS
+1,456.6%
+186.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | -0.1% | -1.8% |
| 7D | +0.4% | -9.2% | +9.6% | +1.8% |
| 30D | -0.1% | -1.9% | +1.8% | +0.1% |
| 3M | -7.9% | +21.2% | -29.2% | -11.0% |
| 6M | -7.0% | +12.9% | -19.9% | -9.9% |
| YTD | +3.1% | +30.7% | -27.7% | -2.7% |
| 1Y | +7.1% | +14.1% | -7.1% | +3.1% |
| 3Y | +32.9% | -1.7% | +34.6% | +28.3% |
| 5Y | +1.5% | -43.0% | +44.5% | +4.7% |
| 10Y | +245.9% | +34.3% | +211.6% | +210.6% |
| All | +1,643.3% | +1,456.6% | +186.7% | +914.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling