+22.2%
SWK vs WCN
+322.1%
-299.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.4% | +2.6% | -4.0% | -2.8% |
| 30D | +25.5% | +23.9% | +1.5% | +11.3% |
| 3M | +11.8% | +17.4% | -5.6% | +2.1% |
| 6M | +48.7% | +28.0% | +20.7% | +28.4% |
| YTD | +57.2% | +11.6% | +45.6% | +45.5% |
| 1Y | +75.3% | +16.9% | +58.4% | +57.4% |
| 3Y | +51.9% | +51.6% | +0.3% | +8.5% |
| 5Y | -30.7% | +48.0% | -78.7% | -51.0% |
| All | +22.2% | +322.1% | -299.9% | -51.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling