+21.7%
SWKS vs PFGC
+477.3%
-455.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -9.2% | +12.5% | -21.6% | -12.3% |
| 30D | -1.9% | +17.0% | -18.9% | -6.2% |
| 3M | +21.2% | -2.1% | +23.3% | +20.9% |
| 6M | +12.9% | +25.9% | -13.0% | +4.4% |
| YTD | +30.7% | +22.0% | +8.8% | +21.2% |
| 1Y | +14.1% | +14.8% | -0.7% | +7.4% |
| 3Y | -1.7% | +80.8% | -82.5% | -18.5% |
| 5Y | -43.0% | +126.0% | -169.0% | -55.9% |
| 10Y | +34.3% | +363.8% | -329.4% | -18.6% |
| All | +21.7% | +477.3% | -455.6% | -27.8% |
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