+85.2%
SWK vs WETO
-99.3%
+184.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +11.4% | +1.7% | +13.2% |
| 7D | +17.9% | +3.6% | +14.3% | +17.9% |
| 30D | +31.9% | -17.2% | +49.2% | +31.8% |
| 3M | +16.6% | -83.7% | +100.3% | +16.8% |
| 6M | +61.1% | -98.3% | +159.4% | +63.9% |
| YTD | +64.2% | -99.0% | +163.2% | +69.3% |
| 1Y | +85.2% | -99.4% | +184.6% | +90.3% |
| All | +85.2% | -99.3% | +184.5% | +90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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