+10.9%
SWKS vs PFGC
+419.1%
-408.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.7% |
| 7D | +12.5% | -2.2% | +14.7% | +13.2% |
| 30D | +10.5% | -11.9% | +22.4% | +14.1% |
| 3M | -7.4% | +5.0% | -12.4% | -9.1% |
| 6M | +32.7% | +8.6% | +24.1% | +28.5% |
| YTD | +19.2% | +9.7% | +9.5% | +14.3% |
| 1Y | +2.4% | -6.3% | +8.7% | +2.5% |
| 3Y | -25.6% | +58.2% | -83.8% | -35.7% |
| 5Y | -53.4% | +110.4% | -163.9% | -63.1% |
| 10Y | +23.2% | +272.8% | -249.6% | -20.5% |
| All | +10.9% | +419.1% | -408.2% | -31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling