+29.5%
SWK vs WCN
+302.6%
-273.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.6% |
| 7D | +10.7% | +1.2% | +9.5% | +10.1% |
| 30D | +33.3% | +24.6% | +8.8% | +18.1% |
| 3M | +14.7% | +14.2% | +0.5% | +6.5% |
| 6M | +48.5% | +25.7% | +22.8% | +29.7% |
| YTD | +63.9% | +9.3% | +54.6% | +53.6% |
| 1Y | +80.4% | +15.3% | +65.1% | +63.3% |
| 3Y | +58.1% | +48.6% | +9.5% | +14.4% |
| 5Y | -24.5% | +46.9% | -71.4% | -46.4% |
| 10Y | +29.5% | +298.1% | -268.7% | -45.0% |
| All | +29.5% | +302.6% | -273.2% | -45.0% |
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