+36.2%
SWKS vs PSLV
-10.8%
+47.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.1% |
| 7D | +9.4% | -6.3% | +15.7% | +10.0% |
| 30D | +17.0% | -12.7% | +29.6% | +18.3% |
| 3M | +28.9% | -24.7% | +53.7% | +31.9% |
| 6M | +33.1% | -44.6% | +77.7% | +37.3% |
| YTD | +44.8% | -33.3% | +78.1% | +39.3% |
| 1Y | +36.2% | -8.6% | +44.8% | +17.6% |
| All | +36.2% | -10.8% | +47.1% | +17.6% |
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