-3.4%
SWKS vs PLTU
+90.0%
-93.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -19.6% | +17.6% | -1.0% |
| 7D | -9.2% | -39.1% | +29.9% | -6.8% |
| 30D | -1.9% | -37.6% | +35.7% | +0.3% |
| 3M | +21.2% | -12.7% | +33.9% | +20.6% |
| 6M | +12.9% | +1.7% | +11.2% | +9.3% |
| YTD | +30.7% | -48.8% | +79.5% | +31.0% |
| 1Y | +14.1% | -56.2% | +70.3% | +15.2% |
| All | -3.4% | +90.0% | -93.4% | -20.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling