+54.1%
SWK vs PLTD
-77.7%
+131.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.5% | +8.3% | +2.2% |
| 7D | +10.7% | +4.2% | +6.4% | +11.3% |
| 30D | +33.3% | +20.8% | +12.5% | +36.4% |
| 3M | +14.7% | -2.6% | +17.2% | +14.6% |
| 6M | +48.5% | -33.1% | +81.6% | +43.7% |
| YTD | +63.9% | -20.0% | +83.9% | +64.3% |
| 1Y | +80.4% | -21.6% | +102.1% | +80.8% |
| All | +54.1% | -77.7% | +131.8% | +24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling