+14,023.4%
PSA vs SWK
+1,275.2%
+12,748.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.5% |
| 7D | -3.7% | -0.4% | -3.2% | -3.6% |
| 30D | -7.7% | -5.7% | -2.0% | -6.2% |
| 3M | -0.6% | +24.1% | -24.7% | -7.1% |
| 6M | -0.9% | +24.7% | -25.6% | -7.8% |
| YTD | +18.7% | +33.9% | -15.3% | +8.0% |
| 1Y | +7.6% | +34.7% | -27.0% | -2.6% |
| 3Y | +23.7% | +15.3% | +8.4% | +13.3% |
| 5Y | +13.7% | -39.3% | +52.9% | +20.9% |
| 10Y | +98.9% | +2.5% | +96.4% | +65.9% |
| All | +14,023.4% | +1,275.2% | +12,748.3% | +6,665.2% |
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