+1,735.1%
PLTR vs SWK
-27.4%
+1,762.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.4% | -4.9% |
| 7D | -6.4% | -0.4% | -6.0% | -6.3% |
| 30D | +10.0% | -5.7% | +15.8% | +12.7% |
| 3M | +23.0% | +24.1% | -1.0% | +12.3% |
| 6M | +13.8% | +24.7% | -10.9% | +2.5% |
| YTD | -1.9% | +33.9% | -35.9% | -15.5% |
| 1Y | +11.6% | +34.7% | -23.0% | -5.0% |
| 3Y | +1,048.4% | +15.3% | +1,033.1% | +891.4% |
| 5Y | +554.4% | -39.3% | +593.7% | +511.6% |
| All | +1,735.1% | -27.4% | +1,762.5% | +1,824.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling