+636.6%
SWK vs WCC
+1,380.5%
-743.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.6% | +7.0% | +0.4% |
| 7D | +11.3% | -21.9% | +33.1% | +19.1% |
| 30D | +28.1% | -25.4% | +53.5% | +38.6% |
| 3M | +12.6% | -23.1% | +35.7% | +20.2% |
| 6M | +51.7% | -18.1% | +69.8% | +58.0% |
| YTD | +60.0% | +17.7% | +42.3% | +48.2% |
| 1Y | +72.7% | +12.4% | +60.3% | +62.2% |
| 3Y | +46.3% | +105.9% | -59.6% | +10.3% |
| 5Y | -24.6% | +116.8% | -141.4% | -46.0% |
| 10Y | +32.2% | +456.1% | -423.8% | -33.2% |
| All | +636.6% | +1,380.5% | -743.9% | +171.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling