-10.0%
PLTR vs SWKS
+14.2%
-24.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -1.9% |
| 7D | -12.8% | -4.9% | -7.8% | -12.5% |
| 30D | -9.3% | -1.2% | -8.2% | -9.2% |
| 3M | +5.6% | +24.2% | -18.6% | +2.2% |
| 6M | +17.6% | +21.5% | -3.9% | +13.0% |
| YTD | -3.4% | +33.5% | -36.9% | -6.3% |
| 1Y | -10.0% | +18.9% | -28.9% | -5.8% |
| All | -10.0% | +14.2% | -24.1% | -5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling