-34.0%
PWR vs SWK
+55.2%
-89.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -2.6% | -9.7% | -12.2% |
| 7D | -19.9% | +11.3% | -31.1% | -19.9% |
| 30D | -29.3% | +28.1% | -57.3% | -32.1% |
| 3M | -25.5% | +12.6% | -38.1% | -25.1% |
| 6M | -34.0% | +51.7% | -85.7% | -41.3% |
| All | -34.0% | +55.2% | -89.2% | -41.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling