+85.2%
SWK vs PLTD
-16.1%
+101.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.4% | +10.7% | +13.2% |
| 7D | +17.9% | +14.4% | +3.4% | +18.4% |
| 30D | +31.9% | +8.6% | +23.3% | +32.3% |
| 3M | +16.6% | -9.2% | +25.8% | +16.1% |
| 6M | +61.1% | -29.5% | +90.6% | +59.3% |
| YTD | +64.2% | -20.2% | +84.4% | +65.6% |
| 1Y | +85.2% | -16.5% | +101.7% | +89.0% |
| All | +85.2% | -16.1% | +101.3% | +89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 1y: compounded portfolio wealth divided by compounded PLTD 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…
1y analysis · Full analysis span regression · 6 months rolling