+74.9%
SWK vs PLTD
-20.6%
+95.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.2% |
| 7D | -2.0% | -9.8% | +7.8% | -2.2% |
| 30D | +24.6% | +18.9% | +5.7% | +25.3% |
| 3M | +10.8% | -4.2% | +15.0% | +10.6% |
| 6M | +46.1% | -34.8% | +80.9% | +44.5% |
| YTD | +56.8% | -21.1% | +78.0% | +58.1% |
| All | +74.9% | -20.6% | +95.5% | +73.7% |
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