+18.9%
SWKS vs PAAS
+24.3%
-5.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +8.4% | -11.3% | -3.7% |
| 7D | -4.9% | -1.1% | -3.8% | -4.8% |
| 30D | -1.2% | -8.5% | +7.3% | -0.4% |
| 3M | +24.2% | -7.3% | +31.4% | +24.6% |
| 6M | +21.5% | -18.3% | +39.8% | +22.9% |
| YTD | +33.5% | -19.2% | +52.7% | +32.1% |
| 1Y | +18.9% | +26.1% | -7.2% | +6.8% |
| All | +18.9% | +24.3% | -5.4% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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