-43.6%
SWKS vs PFGC
+121.6%
-165.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.2% | +1.9% |
| 7D | -6.2% | +8.5% | -14.7% | -9.3% |
| 30D | -1.5% | +15.0% | -16.5% | -6.9% |
| 3M | +23.0% | -6.2% | +29.1% | +25.1% |
| 6M | +27.6% | +15.7% | +11.9% | +18.1% |
| YTD | +32.3% | +19.6% | +12.8% | +18.6% |
| 1Y | +20.1% | +13.2% | +6.9% | +10.3% |
| 3Y | +0.6% | +77.0% | -76.3% | -26.5% |
| All | -43.6% | +121.6% | -165.2% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 5y: compounded portfolio wealth divided by compounded PFGC 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…
5y analysis · Full analysis span regression · 6 months rolling