+276.8%
PNC vs SWK
+3.3%
+273.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | +1.4% | -0.4% | +1.8% | +1.6% |
| 30D | -3.8% | -5.7% | +1.9% | -1.2% |
| 3M | +9.0% | +24.1% | -15.1% | -2.6% |
| 6M | +16.6% | +24.7% | -8.1% | +3.1% |
| YTD | +20.4% | +33.9% | -13.5% | +2.3% |
| 1Y | +22.3% | +34.7% | -12.3% | +2.7% |
| 3Y | +124.5% | +15.3% | +109.3% | +93.3% |
| 5Y | +54.1% | -39.3% | +93.4% | +80.1% |
| All | +276.8% | +3.3% | +273.5% | +200.6% |
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