+32.1%
SWKS vs PAAS
+192.1%
-160.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.2% | +1.0% |
| 7D | -6.2% | +8.4% | -14.6% | -7.5% |
| 30D | -1.5% | -7.2% | +5.7% | -0.5% |
| 3M | +23.0% | -14.0% | +37.0% | +25.4% |
| 6M | +27.6% | -26.8% | +54.4% | +33.3% |
| YTD | +32.3% | -19.8% | +52.1% | +33.9% |
| 1Y | +20.1% | +22.8% | -2.7% | +12.1% |
| 3Y | +0.6% | +183.6% | -183.0% | -21.9% |
| 5Y | -42.3% | +73.8% | -116.1% | -52.7% |
| All | +32.1% | +192.1% | -160.0% | -3.0% |
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