+1.5%
SWKS vs PCOR
+44.3%
-42.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +19.7% | -22.6% | -7.6% |
| 7D | -4.9% | +21.8% | -26.8% | -10.0% |
| 30D | -1.2% | +39.5% | -40.7% | -9.8% |
| 3M | +24.2% | +35.2% | -11.1% | +12.7% |
| 6M | +21.5% | +21.7% | -0.3% | +13.2% |
| YTD | +33.5% | +3.9% | +29.6% | +31.4% |
| 1Y | +18.9% | +6.9% | +12.0% | +14.8% |
| All | +1.5% | +44.3% | -42.8% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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