+85.2%
SWK vs PLTU
-47.9%
+133.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -4.5% | +17.6% | +13.2% |
| 7D | +17.9% | -24.5% | +42.4% | +18.4% |
| 30D | +31.9% | -20.2% | +52.1% | +32.3% |
| 3M | +16.6% | +3.1% | +13.5% | +16.0% |
| 6M | +61.1% | +8.7% | +52.4% | +59.2% |
| YTD | +64.2% | -36.2% | +100.5% | +65.5% |
| 1Y | +85.2% | -47.1% | +132.3% | +88.4% |
| All | +85.2% | -47.9% | +133.2% | +88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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