+18.9%
SWKS vs PSLV
+7.9%
+11.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.0% | -8.9% | -3.4% |
| 7D | -4.9% | -2.6% | -2.3% | -4.7% |
| 30D | -1.2% | -14.2% | +13.0% | +0.1% |
| 3M | +24.2% | -12.2% | +36.4% | +25.3% |
| 6M | +21.5% | -28.1% | +49.6% | +24.1% |
| YTD | +33.5% | -28.2% | +61.7% | +26.7% |
| 1Y | +18.9% | +9.1% | +9.8% | -5.8% |
| All | +18.9% | +7.9% | +11.0% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 1y: compounded portfolio wealth divided by compounded PSLV 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…
1y analysis · Full analysis span regression · 6 months rolling