-2.5%
SWKS vs PLTD
-76.4%
+74.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.2% | +4.4% | +0.9% |
| 7D | -6.2% | +13.7% | -19.9% | -4.7% |
| 30D | -1.5% | +18.4% | -19.9% | +0.5% |
| 3M | +23.0% | -7.5% | +30.4% | +21.8% |
| 6M | +27.6% | -31.3% | +58.9% | +22.9% |
| YTD | +32.3% | -15.4% | +47.7% | +32.3% |
| 1Y | +20.1% | -18.4% | +38.5% | +19.8% |
| All | -2.5% | -76.4% | +74.0% | -19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling