+225.3%
PNC vs SWK
+29.6%
+195.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -1.1% | +11.0% | -12.1% | -6.2% |
| 30D | +4.5% | +30.1% | -25.6% | -8.1% |
| 3M | -10.0% | +14.7% | -24.7% | -16.3% |
| 6M | +3.1% | +44.5% | -41.4% | -14.9% |
| YTD | +11.5% | +59.4% | -47.8% | -13.3% |
| 1Y | +27.3% | +77.5% | -50.3% | -6.4% |
| 3Y | +106.4% | +49.5% | +56.9% | +55.9% |
| 5Y | +31.1% | -24.9% | +56.0% | +37.6% |
| All | +225.3% | +29.6% | +195.7% | +128.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling