+51.9%
SWK vs PSLV
+110.4%
-58.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.6% |
| 7D | -1.4% | -6.3% | +4.9% | -0.4% |
| 30D | +25.5% | -12.7% | +38.1% | +27.8% |
| 3M | +11.8% | -24.7% | +36.5% | +16.2% |
| 6M | +48.7% | -44.6% | +93.3% | +60.4% |
| YTD | +57.2% | -33.3% | +90.5% | +58.4% |
| 1Y | +75.3% | -8.6% | +83.8% | +65.5% |
| 3Y | +51.9% | +108.2% | -56.2% | +9.5% |
| All | +51.9% | +110.4% | -58.5% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling