+18.9%
SWKS vs PLTU
-47.9%
+66.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.5% | +1.6% | -2.8% |
| 7D | -4.9% | -24.5% | +19.6% | -4.4% |
| 30D | -1.2% | -20.2% | +19.0% | -0.9% |
| 3M | +24.2% | +3.1% | +21.1% | +23.0% |
| 6M | +21.5% | +8.7% | +12.7% | +17.5% |
| YTD | +33.5% | -36.2% | +69.7% | +31.3% |
| 1Y | +18.9% | -47.1% | +66.0% | +18.6% |
| All | +18.9% | -47.9% | +66.9% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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