+499.6%
PLTR vs SWK
-25.5%
+525.0%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.8% | +3.6% |
| 7D | -12.9% | +11.0% | -23.9% | -17.2% |
| 30D | -17.4% | +30.1% | -47.4% | -26.9% |
| 3M | +2.9% | +14.7% | -11.8% | -3.9% |
| 6M | +19.9% | +44.5% | -24.6% | +0.4% |
| YTD | -9.8% | +59.4% | -69.2% | -29.7% |
| 1Y | -8.4% | +77.5% | -85.9% | -32.7% |
| 3Y | +765.0% | +49.5% | +715.6% | +536.6% |
| All | +499.6% | -25.5% | +525.0% | +483.3% |
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