-43.0%
SWKS vs PWR
+349.5%
-392.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -12.3% | +10.2% | +2.7% |
| 7D | -9.2% | -19.9% | +10.7% | -1.7% |
| 30D | -1.9% | -29.3% | +27.3% | +11.0% |
| 3M | +21.2% | -25.5% | +46.7% | +33.7% |
| 6M | +12.9% | -34.0% | +46.9% | +30.1% |
| YTD | +30.7% | +20.7% | +10.1% | +14.9% |
| 1Y | +14.1% | +12.3% | +1.8% | +3.3% |
| 3Y | -1.7% | +201.9% | -203.6% | -48.2% |
| 5Y | -43.0% | +336.8% | -379.8% | -77.0% |
| All | -43.0% | +349.5% | -392.5% | -77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling