+1,783.7%
SWKS vs PWR
+7,972.1%
-6,188.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -11.7% | +8.7% | +1.2% |
| 7D | -4.9% | -4.4% | -0.6% | -3.7% |
| 30D | -1.2% | -15.1% | +13.9% | +3.8% |
| 3M | +24.2% | -16.2% | +40.4% | +30.6% |
| 6M | +21.5% | -23.3% | +44.8% | +30.8% |
| YTD | +33.5% | +37.6% | -4.1% | +15.6% |
| 1Y | +18.9% | +32.4% | -13.5% | +4.2% |
| 3Y | +0.4% | +244.2% | -243.8% | -39.2% |
| 5Y | -44.3% | +416.2% | -460.5% | -71.2% |
| 10Y | +37.1% | +2,008.1% | -1,971.0% | -57.3% |
| All | +1,783.7% | +7,972.1% | -6,188.4% | +208.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling