+27.6%
SWKS vs PODD
+239.0%
-211.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.6% | +4.1% |
| 7D | +12.5% | +1.6% | +10.9% | +12.0% |
| 30D | +10.5% | +10.7% | -0.2% | +7.2% |
| 3M | -7.4% | +0.7% | -8.1% | -9.5% |
| 6M | +32.7% | -39.3% | +71.9% | +49.9% |
| YTD | +19.2% | -48.1% | +67.3% | +41.0% |
| 1Y | +2.4% | -57.4% | +59.8% | +28.2% |
| 3Y | -25.6% | -23.3% | -2.4% | -25.2% |
| 5Y | -53.4% | -51.3% | -2.2% | -48.1% |
| All | +27.6% | +239.0% | -211.4% | -8.3% |
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