+42.3%
SWKS vs PNC
+268.7%
-226.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.5% | +2.1% |
| 7D | +6.8% | -0.7% | +7.5% | +7.2% |
| 30D | +11.3% | -4.4% | +15.7% | +14.1% |
| 3M | +4.1% | +4.5% | -0.4% | +1.1% |
| 6M | +39.7% | +19.1% | +20.6% | +25.4% |
| YTD | +23.2% | +18.0% | +5.2% | +10.8% |
| 1Y | +5.3% | +24.1% | -18.8% | -8.3% |
| 3Y | -15.1% | +130.0% | -145.1% | -48.7% |
| 5Y | -50.3% | +50.4% | -100.7% | -62.4% |
| 10Y | +42.3% | +271.3% | -228.9% | -37.7% |
| All | +42.3% | +268.7% | -226.4% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 10y: compounded portfolio wealth divided by compounded PNC 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…
10y analysis · Full analysis span regression · 6 months rolling