+36.2%
SWKS vs PLTU
-44.3%
+80.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | 0.0% |
| 7D | +9.4% | +9.0% | +0.4% | +9.2% |
| 30D | +17.0% | -33.0% | +50.0% | +17.7% |
| 3M | +28.9% | -19.0% | +47.9% | +29.0% |
| 6M | +33.1% | +30.4% | +2.7% | +28.9% |
| YTD | +44.8% | -40.2% | +85.0% | +42.6% |
| 1Y | +36.2% | -37.8% | +74.0% | +31.1% |
| All | +36.2% | -44.3% | +80.5% | +31.1% |
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