+51.0%
SWKS vs PODD
+315.5%
-264.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +2.9% |
| 7D | +10.9% | -4.4% | +15.2% | +12.1% |
| 30D | +17.6% | +8.1% | +9.5% | +14.7% |
| 3M | +29.2% | +2.9% | +26.3% | +27.1% |
| 6M | +37.0% | -5.7% | +42.7% | +35.3% |
| YTD | +44.9% | -47.5% | +92.4% | +70.1% |
| 1Y | +33.8% | -55.7% | +89.5% | +65.1% |
| 3Y | +10.2% | -3.7% | +14.0% | +3.3% |
| 5Y | -37.0% | -52.6% | +15.6% | -29.5% |
| All | +51.0% | +315.5% | -264.5% | -8.6% |
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