+18.9%
SWKS vs PGR
+21.4%
-2.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.5% | -5.4% | -2.5% |
| 7D | -4.9% | +4.1% | -9.0% | -4.4% |
| 30D | -1.2% | +10.4% | -11.6% | +0.3% |
| 3M | +24.2% | +11.4% | +12.7% | +26.2% |
| 6M | +21.5% | +17.9% | +3.6% | +23.6% |
| YTD | +33.5% | +9.8% | +23.7% | +34.7% |
| 1Y | +18.9% | +19.3% | -0.4% | +25.5% |
| All | +18.9% | +21.4% | -2.4% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 1y: compounded portfolio wealth divided by compounded PGR 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…
1y analysis · Full analysis span regression · 6 months rolling