+32.4%
SWKS vs PNC
+227.4%
-195.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -0.7% |
| 7D | -2.7% | -0.2% | -2.6% | -2.7% |
| 30D | +8.5% | +6.5% | +2.0% | +4.5% |
| 3M | +17.3% | -7.6% | +24.9% | +22.5% |
| 6M | +25.1% | +8.5% | +16.6% | +18.5% |
| YTD | +33.3% | +14.5% | +18.9% | +21.9% |
| 1Y | +22.9% | +29.7% | -6.8% | +4.4% |
| 3Y | +5.5% | +115.7% | -110.1% | -33.6% |
| 5Y | -41.9% | +34.6% | -76.5% | -53.2% |
| 10Y | +32.4% | +217.8% | -185.4% | -26.6% |
| All | +32.4% | +227.4% | -195.0% | -26.6% |
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