+11.5%
SWKS vs PNC
+115.6%
-104.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.4% |
| 7D | +9.4% | +3.1% | +6.4% | +7.4% |
| 30D | +17.0% | +7.6% | +9.3% | +11.7% |
| 3M | +28.9% | -8.1% | +37.1% | +35.5% |
| 6M | +33.1% | +12.6% | +20.5% | +22.6% |
| YTD | +44.8% | +15.0% | +29.8% | +30.3% |
| 1Y | +36.2% | +30.4% | +5.8% | +12.1% |
| 3Y | +11.5% | +116.1% | -104.7% | -32.1% |
| All | +11.5% | +115.6% | -104.2% | -32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling