+46.1%
SWK vs WETO
-98.7%
+144.8%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.2% | -2.3% |
| 7D | -2.0% | -25.4% | +23.4% | -2.1% |
| 30D | +24.6% | -35.8% | +60.4% | +24.3% |
| 3M | +10.8% | -84.6% | +95.4% | +11.2% |
| 6M | +46.1% | -98.8% | +144.9% | +48.0% |
| All | +46.1% | -98.7% | +144.8% | +48.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling