-24.6%
SWK vs WCC
+116.9%
-141.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.6% | +7.0% | +1.0% |
| 7D | +11.3% | -21.9% | +33.1% | +20.9% |
| 30D | +28.1% | -25.4% | +53.5% | +41.2% |
| 3M | +12.6% | -23.1% | +35.7% | +22.0% |
| 6M | +51.7% | -18.1% | +69.8% | +59.0% |
| YTD | +60.0% | +17.7% | +42.3% | +43.4% |
| 1Y | +72.7% | +12.4% | +60.3% | +57.6% |
| 3Y | +46.3% | +105.9% | -59.6% | -0.9% |
| 5Y | -24.6% | +116.8% | -141.4% | -51.6% |
| All | -24.6% | +116.9% | -141.5% | -51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling