+552.9%
PLTR vs SWKS
-53.5%
+606.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.5% | -8.0% | -6.3% |
| 7D | -6.4% | +12.5% | -18.9% | -12.4% |
| 30D | +10.0% | +10.5% | -0.5% | +4.0% |
| 3M | +23.0% | -7.4% | +30.4% | +26.1% |
| 6M | +13.8% | +32.7% | -18.9% | -8.0% |
| YTD | -1.9% | +19.2% | -21.1% | -17.1% |
| 1Y | +11.6% | +2.4% | +9.3% | +2.6% |
| 3Y | +1,048.4% | -25.6% | +1,074.0% | +1,071.8% |
| All | +552.9% | -53.5% | +606.4% | +1,022.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling