-12.2%
SWKS vs PLTD
-77.8%
+65.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.6% | -1.1% | +4.1% |
| 7D | +12.5% | +5.9% | +6.6% | +13.4% |
| 30D | +10.5% | -11.6% | +22.1% | +8.9% |
| 3M | -7.4% | -29.9% | +22.5% | -10.5% |
| 6M | +32.7% | -28.5% | +61.2% | +28.9% |
| YTD | +19.2% | -20.4% | +39.6% | +18.3% |
| 1Y | +2.4% | -33.3% | +35.6% | -0.3% |
| All | -12.2% | -77.8% | +65.7% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling