+24.3%
SWK vs PLTU
+154.0%
-129.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.0% | +9.9% | +1.4% |
| 7D | -0.4% | -13.6% | +13.1% | +0.3% |
| 30D | -5.7% | +16.7% | -22.4% | -6.9% |
| 3M | +24.1% | +29.6% | -5.5% | +20.4% |
| 6M | +24.7% | -0.1% | +24.8% | +21.8% |
| YTD | +33.9% | -31.5% | +65.5% | +33.8% |
| 1Y | +34.7% | -19.7% | +54.4% | +30.4% |
| All | +24.3% | +154.0% | -129.8% | -1.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling