+59.5%
SWK vs PFGC
+477.3%
-417.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.6% |
| 7D | +11.3% | +12.5% | -1.2% | +7.1% |
| 30D | +28.1% | +17.0% | +11.1% | +21.7% |
| 3M | +12.6% | -2.1% | +14.7% | +13.3% |
| 6M | +51.7% | +25.9% | +25.8% | +40.3% |
| YTD | +60.0% | +22.0% | +38.0% | +48.8% |
| 1Y | +72.7% | +14.8% | +57.8% | +63.7% |
| 3Y | +46.3% | +80.8% | -34.5% | +19.7% |
| 5Y | -24.6% | +126.0% | -150.6% | -43.5% |
| 10Y | +32.2% | +363.8% | -331.5% | -21.3% |
| All | +59.5% | +477.3% | -417.8% | -7.3% |
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