+85.2%
SWK vs WCN
+16.1%
+69.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.8% | +10.3% | +12.7% |
| 7D | +17.9% | +6.7% | +11.2% | +17.0% |
| 30D | +31.9% | +24.3% | +7.6% | +30.0% |
| 3M | +16.6% | +16.1% | +0.5% | +14.8% |
| 6M | +61.1% | +19.9% | +41.2% | +59.2% |
| YTD | +64.2% | +10.1% | +54.1% | +64.7% |
| 1Y | +85.2% | +14.4% | +70.8% | +85.8% |
| All | +85.2% | +16.1% | +69.1% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling