+8,007.1%
SWKS vs PGR
+42,768.2%
-34,761.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +4.4% |
| 7D | +12.5% | +0.1% | +12.4% | +12.4% |
| 30D | +10.5% | +2.9% | +7.6% | +9.1% |
| 3M | -7.4% | +12.1% | -19.5% | -12.6% |
| 6M | +32.7% | +3.7% | +29.0% | +28.8% |
| YTD | +19.2% | +2.4% | +16.8% | +16.1% |
| 1Y | +2.4% | -6.4% | +8.7% | +2.6% |
| 3Y | -25.6% | +76.8% | -102.4% | -44.3% |
| 5Y | -53.4% | +154.3% | -207.7% | -70.9% |
| 10Y | +23.2% | +790.1% | -766.9% | -55.2% |
| All | +8,007.1% | +42,768.2% | -34,761.1% | +1,580.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling