+8,007.1%
SWKS vs PTC
+6,346.6%
+1,660.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.0% | +9.6% | +5.6% |
| 7D | +12.5% | -10.3% | +22.8% | +16.4% |
| 30D | +10.5% | +1.1% | +9.4% | +9.6% |
| 3M | -7.4% | +1.6% | -9.0% | -9.4% |
| 6M | +32.7% | -13.5% | +46.1% | +36.5% |
| YTD | +19.2% | -19.1% | +38.2% | +25.2% |
| 1Y | +2.4% | -33.9% | +36.3% | +15.3% |
| 3Y | -25.6% | -3.9% | -21.7% | -25.7% |
| 5Y | -53.4% | +6.0% | -59.5% | -55.0% |
| 10Y | +23.2% | +223.7% | -200.6% | -18.8% |
| All | +8,007.1% | +6,346.6% | +1,660.5% | +2,586.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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