+72.7%
SWK vs WCN
+15.9%
+56.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.4% |
| 7D | -2.0% | +1.2% | -3.1% | -2.1% |
| 30D | +24.6% | +26.4% | -1.9% | +22.2% |
| 3M | +10.8% | +17.5% | -6.7% | +8.7% |
| 6M | +46.1% | +28.7% | +17.3% | +43.4% |
| YTD | +56.8% | +11.5% | +45.3% | +57.7% |
| 1Y | +72.7% | +15.9% | +56.9% | +71.8% |
| All | +72.7% | +15.9% | +56.8% | +71.8% |
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