+54.9%
PSA vs SWK
+46.5%
+8.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | 0.0% |
| 7D | +7.4% | +11.3% | -3.9% | +4.2% |
| 30D | +19.1% | +28.1% | -9.0% | +11.4% |
| 3M | +5.1% | +12.6% | -7.5% | +1.5% |
| 6M | +16.2% | +51.7% | -35.5% | +3.1% |
| YTD | +35.2% | +60.0% | -24.8% | +17.8% |
| 1Y | +27.1% | +72.7% | -45.5% | +8.5% |
| All | +54.9% | +46.5% | +8.4% | +30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling