+8,007.1%
SWKS vs PNC
+4,099.5%
+3,907.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.5% |
| 7D | +12.5% | +1.4% | +11.1% | +11.9% |
| 30D | +10.5% | -3.8% | +14.3% | +12.3% |
| 3M | -7.4% | +9.0% | -16.4% | -11.0% |
| 6M | +32.7% | +16.6% | +16.0% | +23.6% |
| YTD | +19.2% | +20.4% | -1.3% | +9.3% |
| 1Y | +2.4% | +22.3% | -20.0% | -7.0% |
| 3Y | -25.6% | +124.5% | -150.2% | -48.1% |
| 5Y | -53.4% | +54.1% | -107.5% | -62.1% |
| 10Y | +23.2% | +276.3% | -253.1% | -33.1% |
| All | +8,007.1% | +4,099.5% | +3,907.6% | +1,570.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling