+1,865.8%
PWR vs SWK
+32.9%
+1,833.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.8% | +6.5% | +8.2% |
| 7D | -4.8% | +10.7% | -15.5% | -9.6% |
| 30D | -16.2% | +33.3% | -49.6% | -26.7% |
| 3M | -11.9% | +14.7% | -26.6% | -18.1% |
| 6M | -20.6% | +48.5% | -69.1% | -34.2% |
| YTD | +40.3% | +63.9% | -23.6% | +10.1% |
| 1Y | +33.0% | +80.4% | -47.4% | -0.1% |
| 3Y | +250.0% | +58.1% | +191.9% | +161.9% |
| 5Y | +404.2% | -24.5% | +428.7% | +427.3% |
| 10Y | +1,865.8% | +29.5% | +1,836.4% | +1,281.6% |
| All | +1,865.8% | +32.9% | +1,833.0% | +1,281.6% |
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