-55.7%
PODD vs SWK
+73.5%
-129.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.8% | -0.1% |
| 7D | -4.4% | -2.0% | -2.4% | -4.0% |
| 30D | +8.1% | +24.6% | -16.5% | +4.8% |
| 3M | +2.9% | +10.8% | -7.9% | +1.0% |
| 6M | -5.7% | +46.1% | -51.8% | -10.9% |
| YTD | -47.5% | +56.8% | -104.3% | -52.3% |
| 1Y | -55.7% | +72.7% | -128.4% | -60.7% |
| All | -55.7% | +73.5% | -129.1% | -60.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling