-43.6%
SWKS vs PODD
-52.5%
+8.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.2% | +7.4% | +2.7% |
| 7D | -6.2% | -2.1% | -4.0% | -5.9% |
| 30D | -1.5% | +9.0% | -10.5% | -4.0% |
| 3M | +23.0% | +5.2% | +17.8% | +20.5% |
| 6M | +27.6% | -3.2% | +30.8% | +24.7% |
| YTD | +32.3% | -48.5% | +80.8% | +56.3% |
| 1Y | +20.1% | -54.7% | +74.8% | +47.4% |
| 3Y | +0.6% | -7.8% | +8.5% | -4.9% |
| All | -43.6% | -52.5% | +8.9% | -36.4% |
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