+34.7%
SWK vs WCC
+61.8%
-27.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.9% | -3.0% | -0.6% |
| 7D | -0.4% | +4.5% | -4.9% | -2.2% |
| 30D | -5.7% | -5.8% | +0.1% | -3.7% |
| 3M | +24.1% | -3.7% | +27.7% | +25.2% |
| 6M | +24.7% | +23.1% | +1.7% | +12.4% |
| YTD | +33.9% | +44.2% | -10.2% | +13.3% |
| 1Y | +34.7% | +62.1% | -27.4% | +9.2% |
| All | +34.7% | +61.8% | -27.1% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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