+24.0%
SWKS vs PNC
+28.5%
-4.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -3.1% | +0.8% | -4.0% | -3.4% |
| 30D | +8.3% | +6.5% | +1.8% | +5.9% |
| 3M | +20.2% | -7.3% | +27.5% | +23.4% |
| 6M | +24.9% | +8.5% | +16.4% | +20.7% |
| YTD | +33.2% | +14.5% | +18.7% | +22.3% |
| All | +24.0% | +28.5% | -4.4% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling