+2,146.7%
PPL vs SWK
+1,585.9%
+560.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +13.1% | -13.1% | -2.8% |
| 7D | +1.8% | +17.9% | -16.1% | -2.0% |
| 30D | +8.4% | +31.9% | -23.5% | +1.9% |
| 3M | +2.4% | +16.6% | -14.2% | -1.3% |
| 6M | -4.0% | +61.1% | -65.1% | -14.1% |
| YTD | +4.5% | +64.2% | -59.8% | -7.6% |
| 1Y | +1.7% | +85.2% | -83.5% | -12.5% |
| 3Y | +55.5% | +50.2% | +5.3% | +35.4% |
| 5Y | +47.0% | -22.8% | +69.8% | +45.1% |
| 10Y | +62.4% | +35.8% | +26.6% | +34.9% |
| All | +2,146.7% | +1,585.9% | +560.8% | +996.4% |
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