+203.8%
PNC vs SWK
+22.7%
+181.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.7% |
| 7D | +0.8% | +11.3% | -10.5% | -4.5% |
| 30D | +6.5% | +31.5% | -25.0% | -6.7% |
| 3M | -7.3% | +14.4% | -21.7% | -13.6% |
| 6M | +8.5% | +46.4% | -37.9% | -10.9% |
| YTD | +14.5% | +61.6% | -47.1% | -11.6% |
| 1Y | +29.1% | +78.7% | -49.7% | -5.3% |
| 3Y | +113.7% | +54.4% | +59.3% | +59.1% |
| 5Y | +35.7% | -25.3% | +61.0% | +43.1% |
| All | +203.8% | +22.7% | +181.1% | +125.8% |
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