-25.2%
SWKS vs PEG
+34.5%
-59.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.7% | +3.6% |
| 7D | +12.5% | +0.7% | +11.8% | +12.3% |
| 30D | +10.5% | -2.4% | +12.9% | +11.2% |
| 3M | -7.4% | -4.8% | -2.6% | -6.5% |
| 6M | +32.7% | -10.7% | +43.4% | +36.1% |
| YTD | +19.2% | -6.7% | +25.8% | +20.5% |
| 1Y | +2.4% | -6.8% | +9.2% | +3.3% |
| All | -25.2% | +34.5% | -59.8% | -30.1% |
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