+50.8%
SWKS vs PODD
+324.4%
-273.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.7% |
| 7D | +9.4% | +4.1% | +5.4% | +8.2% |
| 30D | +17.0% | +13.9% | +3.1% | +12.5% |
| 3M | +28.9% | +4.1% | +24.8% | +26.5% |
| 6M | +33.1% | +2.4% | +30.7% | +28.4% |
| YTD | +44.8% | -46.4% | +91.1% | +68.9% |
| 1Y | +36.2% | -54.2% | +90.4% | +66.4% |
| 3Y | +11.5% | -6.9% | +18.3% | +5.7% |
| 5Y | -37.1% | -51.6% | +14.5% | -30.0% |
| All | +50.8% | +324.4% | -273.6% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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