+2,123.7%
SWKS vs PAAS
+955.7%
+1,168.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.8% |
| 7D | -9.2% | -0.4% | -8.8% | -9.2% |
| 30D | -1.9% | -11.6% | +9.7% | -0.6% |
| 3M | +21.2% | -15.6% | +36.8% | +23.3% |
| 6M | +12.9% | -19.1% | +32.0% | +15.0% |
| YTD | +30.7% | -20.9% | +51.7% | +32.4% |
| 1Y | +14.1% | +21.3% | -7.2% | +9.0% |
| 3Y | -1.7% | +177.4% | -179.1% | -17.3% |
| 5Y | -43.0% | +71.3% | -114.3% | -50.1% |
| 10Y | +34.3% | +181.5% | -147.2% | +5.4% |
| All | +2,123.7% | +955.7% | +1,168.0% | +1,279.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling