+48.4%
SWK vs PLTU
+90.0%
-41.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -19.6% | +17.0% | -1.5% |
| 7D | +11.3% | -39.1% | +50.4% | +14.2% |
| 30D | +28.1% | -37.6% | +65.7% | +31.0% |
| 3M | +12.6% | -12.7% | +25.3% | +12.3% |
| 6M | +51.7% | +1.7% | +50.0% | +47.7% |
| YTD | +60.0% | -48.8% | +108.7% | +61.5% |
| 1Y | +72.7% | -56.2% | +128.8% | +75.7% |
| All | +48.4% | +90.0% | -41.6% | +19.6% |
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