+32.1%
SWKS vs PEG
+148.6%
-116.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.5% |
| 7D | -6.2% | -2.3% | -3.9% | -5.2% |
| 30D | -1.5% | +1.2% | -2.7% | -2.1% |
| 3M | +23.0% | -2.4% | +25.3% | +24.1% |
| 6M | +27.6% | -6.9% | +34.5% | +31.1% |
| YTD | +32.3% | -7.2% | +39.5% | +35.6% |
| 1Y | +20.1% | -8.9% | +29.0% | +24.0% |
| 3Y | +0.6% | +27.1% | -26.5% | -13.5% |
| 5Y | -42.3% | +33.8% | -76.1% | -52.6% |
| All | +32.1% | +148.6% | -116.5% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 10y: compounded portfolio wealth divided by compounded PEG 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…
10y analysis · Full analysis span regression · 6 months rolling