+63.7%
SWK vs PFGC
+476.7%
-413.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +13.5% | -0.4% | +8.5% |
| 7D | +17.9% | +13.9% | +4.0% | +13.0% |
| 30D | +31.9% | +18.4% | +13.6% | +24.8% |
| 3M | +16.6% | -2.5% | +19.1% | +17.5% |
| 6M | +61.1% | +26.0% | +35.1% | +48.9% |
| YTD | +64.2% | +21.9% | +42.4% | +52.8% |
| 1Y | +85.2% | +13.4% | +71.8% | +76.3% |
| 3Y | +50.2% | +80.7% | -30.5% | +22.9% |
| 5Y | -22.8% | +136.8% | -159.6% | -42.9% |
| 10Y | +35.8% | +363.3% | -327.5% | -19.2% |
| All | +63.7% | +476.7% | -413.0% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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