+29.5%
SWK vs WCC
+492.1%
-462.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.1% | -5.3% | -0.7% |
| 7D | +10.7% | -5.7% | +16.4% | +12.1% |
| 30D | +33.3% | -13.5% | +46.8% | +39.6% |
| 3M | +14.7% | -12.9% | +27.5% | +18.9% |
| 6M | +48.5% | -10.7% | +59.2% | +50.8% |
| YTD | +63.9% | +30.0% | +33.9% | +38.6% |
| 1Y | +80.4% | +24.7% | +55.7% | +55.3% |
| 3Y | +58.1% | +136.6% | -78.4% | -5.6% |
| 5Y | -24.5% | +143.9% | -168.4% | -58.8% |
| 10Y | +29.5% | +465.9% | -436.5% | -65.2% |
| All | +29.5% | +492.1% | -462.6% | -65.2% |
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