+1,747.8%
PLD vs SWKS
+1,318.8%
+429.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.5% | -4.3% | -1.2% |
| 7D | -2.4% | +12.5% | -14.9% | -4.1% |
| 30D | -2.4% | +10.5% | -12.9% | -3.9% |
| 3M | -3.8% | -7.4% | +3.6% | -3.3% |
| 6M | 0.0% | +32.7% | -32.6% | -5.1% |
| YTD | +9.2% | +19.2% | -9.9% | +5.1% |
| 1Y | +25.9% | +2.4% | +23.5% | +23.5% |
| 3Y | +21.3% | -25.6% | +46.9% | +22.4% |
| 5Y | +14.1% | -53.4% | +67.6% | +21.6% |
| 10Y | +237.9% | +23.2% | +214.7% | +208.6% |
| All | +1,747.8% | +1,318.8% | +429.1% | +995.3% |
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