+1,370.9%
SWKS vs PODD
+761.8%
+609.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.8% |
| 3M | +23.0% | +5.2% | +17.8% | +20.6% |
| 6M | +27.6% | -3.2% | +30.8% | +25.2% |
| YTD | +32.3% | -48.5% | +80.8% | +51.3% |
| 1Y | +20.1% | -54.7% | +74.8% | +41.5% |
| 3Y | +0.6% | -7.8% | +8.5% | -2.8% |
| 5Y | -42.3% | -52.4% | +10.1% | -36.7% |
| 10Y | +35.9% | +315.9% | -279.9% | -12.6% |
| All | +1,370.9% | +761.8% | +609.1% | +601.5% |
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 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