+85.2%
SWK vs PSLV
+7.9%
+77.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +6.0% | +7.1% | +12.3% |
| 7D | +17.9% | -2.6% | +20.5% | +18.2% |
| 30D | +31.9% | -14.2% | +46.1% | +34.1% |
| 3M | +16.6% | -12.2% | +28.8% | +18.2% |
| 6M | +61.1% | -28.1% | +89.2% | +66.4% |
| YTD | +64.2% | -28.2% | +92.4% | +63.8% |
| 1Y | +85.2% | +9.1% | +76.1% | +73.4% |
| All | +85.2% | +7.9% | +77.3% | +73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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