+8,007.1%
SWKS vs PEG
+2,907.1%
+5,100.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.7% | +3.6% |
| 7D | +12.5% | +0.7% | +11.8% | +12.2% |
| 30D | +10.5% | -2.4% | +12.9% | +11.5% |
| 3M | -7.4% | -4.8% | -2.6% | -6.0% |
| 6M | +32.7% | -10.7% | +43.4% | +37.7% |
| YTD | +19.2% | -6.7% | +25.8% | +21.5% |
| 1Y | +2.4% | -6.8% | +9.2% | +4.1% |
| 3Y | -25.6% | +34.5% | -60.1% | -34.6% |
| 5Y | -53.4% | +35.8% | -89.2% | -59.6% |
| 10Y | +23.2% | +141.7% | -118.6% | -14.1% |
| All | +8,007.1% | +2,907.1% | +5,100.1% | +2,475.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling