+32.4%
SWKS vs PWR
+1,915.1%
-1,882.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.4% | -8.6% | -3.4% |
| 7D | -2.7% | -4.8% | +2.0% | -1.7% |
| 30D | +8.5% | -16.2% | +24.7% | +15.8% |
| 3M | +17.3% | -11.9% | +29.2% | +21.4% |
| 6M | +25.1% | -20.6% | +45.7% | +34.8% |
| YTD | +33.3% | +40.3% | -6.9% | +6.9% |
| 1Y | +22.9% | +33.0% | -10.1% | +0.8% |
| 3Y | +5.5% | +250.0% | -244.5% | -50.9% |
| 5Y | -41.9% | +404.2% | -446.1% | -78.7% |
| 10Y | +32.4% | +1,865.8% | -1,833.4% | -78.5% |
| All | +32.4% | +1,915.1% | -1,882.7% | -78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling