+1,926.8%
SWKS vs PAAS
+1,235.6%
+691.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +5.9% | +3.8% |
| 7D | +12.5% | -2.9% | +15.4% | +12.9% |
| 30D | +10.5% | +6.8% | +3.7% | +9.4% |
| 3M | -7.4% | -2.9% | -4.5% | -7.3% |
| 6M | +32.7% | -16.4% | +49.1% | +34.6% |
| YTD | +19.2% | 0.0% | +19.1% | +17.4% |
| 1Y | +2.4% | +54.3% | -51.9% | -5.1% |
| 3Y | -25.6% | +230.7% | -256.3% | -38.8% |
| 5Y | -53.4% | +111.6% | -165.1% | -60.3% |
| 10Y | +23.2% | +211.7% | -188.5% | -4.8% |
| All | +1,926.8% | +1,235.6% | +691.2% | +1,123.3% |
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