+87.0%
PR vs SWK
+87.6%
-0.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +13.1% | -19.6% | -3.4% |
| 7D | -12.1% | +17.9% | -30.0% | -8.3% |
| 30D | +0.9% | +31.9% | -31.0% | +7.7% |
| 3M | +10.1% | +16.6% | -6.4% | +14.8% |
| 6M | +1.1% | +61.1% | -60.0% | +11.2% |
| YTD | +63.7% | +64.2% | -0.6% | +84.3% |
| 1Y | +87.0% | +85.2% | +1.8% | +117.5% |
| All | +87.0% | +87.6% | -0.6% | +117.5% |
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