-25.2%
SWKS vs PAAS
+236.3%
-261.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +9.1% |
| 3M | -7.4% | -2.9% | -4.5% | -7.5% |
| 6M | +32.7% | -16.4% | +49.1% | +34.9% |
| YTD | +19.2% | 0.0% | +19.1% | +16.3% |
| 1Y | +2.4% | +54.3% | -51.9% | -8.7% |
| All | -25.2% | +236.3% | -261.5% | -44.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling