+8.6%
SWKS vs PODD
-5.6%
+14.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.3% | +4.6% | +5.7% |
| 7D | +5.7% | -9.1% | +14.8% | +7.4% |
| 30D | +17.3% | +7.3% | +10.0% | +15.6% |
| 3M | +28.3% | +3.7% | +24.6% | +26.9% |
| 6M | +26.1% | -2.7% | +28.7% | +24.1% |
| YTD | +41.1% | -47.2% | +88.3% | +64.9% |
| 1Y | +31.4% | -54.0% | +85.4% | +59.8% |
| All | +8.6% | -5.6% | +14.3% | +3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling