+49.5%
SWK vs WCN
+45.2%
+4.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.2% |
| 7D | +11.0% | +2.9% | +8.1% | +10.7% |
| 30D | +30.1% | +22.1% | +8.0% | +27.4% |
| 3M | +14.7% | +13.2% | +1.5% | +12.9% |
| 6M | +44.5% | +23.7% | +20.8% | +41.3% |
| YTD | +59.4% | +8.7% | +50.6% | +58.2% |
| 1Y | +77.5% | +15.3% | +62.2% | +74.9% |
| 3Y | +49.5% | +46.0% | +3.5% | +17.4% |
| All | +49.5% | +45.2% | +4.3% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling