+81.3%
SWK vs PSLV
+4.7%
+76.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.7% | +0.1% | +2.5% |
| 7D | +10.7% | +6.3% | +4.3% | +9.8% |
| 30D | +33.3% | -13.0% | +46.4% | +35.3% |
| 3M | +14.7% | -16.9% | +31.6% | +16.9% |
| 6M | +48.5% | -34.0% | +82.5% | +54.3% |
| YTD | +63.9% | -26.8% | +90.7% | +63.6% |
| All | +81.3% | +4.7% | +76.6% | +75.2% |
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