+6,822.1%
PWR vs SWK
+435.6%
+6,386.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -2.6% | -9.7% | -11.0% |
| 7D | -19.9% | +11.3% | -31.1% | -25.2% |
| 30D | -29.3% | +28.1% | -57.3% | -38.8% |
| 3M | -25.5% | +12.6% | -38.1% | -31.3% |
| 6M | -34.0% | +51.7% | -85.7% | -48.2% |
| YTD | +20.7% | +60.0% | -39.3% | -9.0% |
| 1Y | +12.3% | +72.7% | -60.3% | -18.9% |
| 3Y | +201.9% | +46.3% | +155.6% | +120.4% |
| 5Y | +336.8% | -24.6% | +361.4% | +329.8% |
| 10Y | +1,748.9% | +32.2% | +1,716.6% | +1,119.0% |
| All | +6,822.1% | +435.6% | +6,386.5% | +1,736.4% |
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 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