+35.3%
SWKS vs PODD
+308.1%
-272.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | +0.2% |
| 7D | -3.1% | -4.4% | +1.2% | -2.2% |
| 30D | +8.3% | +9.4% | -1.1% | +5.2% |
| 3M | +20.2% | +3.6% | +16.6% | +18.0% |
| 6M | +24.9% | -4.0% | +28.9% | +22.5% |
| YTD | +33.2% | -47.9% | +81.1% | +56.6% |
| 1Y | +23.6% | -53.8% | +77.4% | +50.4% |
| 3Y | +1.3% | -4.5% | +5.8% | -4.9% |
| 5Y | -40.6% | -51.9% | +11.3% | -33.9% |
| 10Y | +35.3% | +308.9% | -273.6% | -16.5% |
| All | +35.3% | +308.1% | -272.8% | -16.5% |
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