+3,720.2%
PNC vs SWK
+1,536.3%
+2,183.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -1.1% | +11.0% | -12.1% | -6.3% |
| 30D | +4.5% | +30.1% | -25.6% | -8.4% |
| 3M | -10.0% | +14.7% | -24.7% | -16.4% |
| 6M | +3.1% | +44.5% | -41.4% | -15.2% |
| YTD | +11.5% | +59.4% | -47.8% | -13.6% |
| 1Y | +27.3% | +77.5% | -50.3% | -6.7% |
| 3Y | +106.4% | +49.5% | +56.9% | +55.8% |
| 5Y | +31.1% | -24.9% | +56.0% | +32.6% |
| 10Y | +231.3% | +31.8% | +199.5% | +140.4% |
| All | +3,720.2% | +1,536.3% | +2,183.9% | +745.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling