+132.7%
PSA vs SWK
+32.9%
+99.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.4% |
| 7D | +1.5% | +10.7% | -9.2% | -1.0% |
| 30D | +16.7% | +33.3% | -16.7% | +9.0% |
| 3M | +4.0% | +14.7% | -10.6% | +0.5% |
| 6M | +10.9% | +48.5% | -37.7% | +0.5% |
| YTD | +34.2% | +63.9% | -29.7% | +18.6% |
| 1Y | +26.6% | +80.4% | -53.8% | +9.4% |
| 3Y | +54.7% | +58.1% | -3.4% | +34.5% |
| 5Y | +30.0% | -24.5% | +54.5% | +28.3% |
| 10Y | +132.7% | +29.5% | +103.2% | +103.4% |
| All | +132.7% | +32.9% | +99.8% | +103.4% |
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 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