+1,353.4%
SWKS vs PODD
+818.4%
+535.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.4% | +3.3% | -0.8% |
| 7D | -9.2% | +2.4% | -11.6% | -9.8% |
| 30D | -1.9% | +15.9% | -17.8% | -5.5% |
| 3M | +21.2% | +17.2% | +4.1% | +15.9% |
| 6M | +12.9% | -6.8% | +19.7% | +12.2% |
| YTD | +30.7% | -45.1% | +75.8% | +47.3% |
| 1Y | +14.1% | -50.3% | +64.5% | +31.6% |
| 3Y | -1.7% | -4.0% | +2.3% | -5.9% |
| 5Y | -43.0% | -49.3% | +6.3% | -38.3% |
| 10Y | +34.3% | +343.1% | -308.8% | -14.9% |
| All | +1,353.4% | +818.4% | +535.0% | +583.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling