+20.8%
SWK vs WCC
+453.1%
-432.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -4.0% | -2.2% |
| 7D | -2.3% | +3.3% | -5.6% | -4.0% |
| 30D | +30.4% | -9.4% | +39.9% | +33.7% |
| 3M | +12.1% | -10.5% | +22.6% | +14.8% |
| 6M | +49.1% | -10.4% | +59.5% | +51.3% |
| YTD | +60.4% | +34.4% | +26.0% | +33.7% |
| 1Y | +78.3% | +27.7% | +50.7% | +52.0% |
| 3Y | +53.3% | +137.9% | -84.6% | -8.6% |
| 5Y | -27.0% | +147.0% | -174.0% | -60.3% |
| 10Y | +20.8% | +442.5% | -421.7% | -66.2% |
| All | +20.8% | +453.1% | -432.3% | -66.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling