-10.3%
SWKS vs PLTU
+142.1%
-152.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.7% | +6.5% | +2.1% |
| 7D | +11.8% | -11.6% | +23.4% | +12.4% |
| 30D | +6.7% | -4.6% | +11.4% | +6.6% |
| 3M | 0.0% | +33.7% | -33.7% | -3.6% |
| 6M | +38.7% | -9.4% | +48.1% | +35.5% |
| YTD | +21.4% | -34.7% | +56.1% | +20.7% |
| 1Y | +2.9% | -23.2% | +26.1% | 0.0% |
| All | -10.3% | +142.1% | -152.5% | -26.9% |
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