+28.7%
SWK vs WCC
+457.1%
-428.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.5% | -1.3% |
| 7D | +11.0% | -14.7% | +25.7% | +17.7% |
| 30D | +30.1% | -20.1% | +50.1% | +41.0% |
| 3M | +14.7% | -21.2% | +35.8% | +24.3% |
| 6M | +44.5% | -19.2% | +63.7% | +53.5% |
| YTD | +59.4% | +20.2% | +39.2% | +39.7% |
| 1Y | +77.5% | +14.5% | +63.1% | +58.9% |
| 3Y | +49.5% | +115.1% | -65.7% | -6.8% |
| 5Y | -24.9% | +121.5% | -146.4% | -57.2% |
| All | +28.7% | +457.1% | -428.4% | -64.8% |
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