-53.0%
SWKS vs PAAS
+113.1%
-166.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.4% |
| 6M | +32.7% | -16.4% | +49.1% | +35.1% |
| YTD | +19.2% | 0.0% | +19.1% | +16.4% |
| 1Y | +2.4% | +54.3% | -51.9% | -8.5% |
| 3Y | -25.6% | +230.7% | -256.3% | -44.3% |
| All | -53.0% | +113.1% | -166.1% | -63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling