-2.2%
SWKS vs PLTU
+103.5%
-105.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +7.1% | -5.9% | +0.8% |
| 7D | -6.2% | -25.3% | +19.2% | -4.7% |
| 30D | -1.5% | -34.5% | +33.0% | +0.4% |
| 3M | +23.0% | -3.4% | +26.3% | +21.6% |
| 6M | +27.6% | +12.4% | +15.2% | +22.8% |
| YTD | +32.3% | -45.1% | +77.4% | +32.0% |
| 1Y | +20.1% | -45.7% | +65.8% | +19.3% |
| All | -2.2% | +103.5% | -105.7% | -20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling