+25.9%
SWKS vs PAAS
+206.7%
-180.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +5.9% | +3.9% |
| 7D | +12.5% | -2.9% | +15.4% | +13.0% |
| 30D | +10.5% | +6.8% | +3.7% | +9.0% |
| 3M | -7.4% | -2.9% | -4.5% | -7.3% |
| 6M | +32.7% | -16.4% | +49.1% | +35.1% |
| YTD | +19.2% | 0.0% | +19.1% | +16.6% |
| 1Y | +2.4% | +54.3% | -51.9% | -8.0% |
| 3Y | -25.6% | +230.7% | -256.3% | -43.5% |
| 5Y | -53.4% | +111.6% | -165.1% | -62.9% |
| All | +25.9% | +206.7% | -180.8% | -7.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling