+496.1%
PLTR vs SWK
-25.4%
+521.6%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -2.6% | -7.1% | -8.6% |
| 7D | -21.1% | +11.3% | -32.3% | -25.0% |
| 30D | -19.3% | +28.1% | -47.4% | -28.1% |
| 3M | -2.2% | +12.6% | -14.8% | -7.8% |
| 6M | +14.0% | +51.7% | -37.7% | -6.6% |
| YTD | -12.8% | +60.0% | -72.8% | -32.2% |
| 1Y | -17.5% | +72.7% | -90.2% | -38.4% |
| 3Y | +720.5% | +46.3% | +674.2% | +512.8% |
| 5Y | +496.1% | -24.6% | +520.7% | +481.1% |
| All | +496.1% | -25.4% | +521.6% | +481.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling