+1.3%
SWKS vs PEG
+34.2%
-33.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | 0.0% |
| 7D | -3.1% | +2.6% | -5.7% | -3.8% |
| 30D | +8.3% | +3.3% | +5.0% | +7.4% |
| 3M | +20.2% | +1.1% | +19.2% | +19.9% |
| 6M | +24.9% | -1.4% | +26.4% | +25.0% |
| YTD | +33.2% | -4.6% | +37.7% | +33.9% |
| 1Y | +23.6% | -7.2% | +30.8% | +25.4% |
| 3Y | +1.3% | +33.7% | -32.5% | -7.9% |
| All | +1.3% | +34.2% | -33.0% | -7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling