-41.2%
SWKS vs PODD
-52.0%
+10.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | +0.1% |
| 7D | -3.1% | -4.4% | +1.2% | -2.3% |
| 30D | +8.3% | +9.4% | -1.1% | +5.5% |
| 3M | +20.2% | +3.6% | +16.6% | +18.3% |
| 6M | +24.9% | -4.0% | +28.9% | +22.7% |
| YTD | +33.2% | -47.9% | +81.1% | +56.9% |
| 1Y | +23.6% | -53.8% | +77.4% | +50.8% |
| 3Y | +1.3% | -4.5% | +5.8% | -5.3% |
| All | -41.2% | -52.0% | +10.8% | -33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling