+23.6%
SWKS vs PEG
-7.0%
+30.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | -0.1% |
| 7D | -3.1% | +2.6% | -5.7% | -3.4% |
| 30D | +8.3% | +3.3% | +5.0% | +7.9% |
| 3M | +20.2% | +1.1% | +19.2% | +20.1% |
| 6M | +24.9% | -1.4% | +26.4% | +24.2% |
| YTD | +33.2% | -4.6% | +37.7% | +31.7% |
| 1Y | +23.6% | -7.2% | +30.8% | +23.8% |
| All | +23.6% | -7.0% | +30.5% | +23.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling