+85.2%
SWK vs WING
-23.2%
+108.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.7% | +9.4% | +12.6% |
| 7D | +17.9% | +21.0% | -3.1% | +15.0% |
| 30D | +31.9% | +56.9% | -24.9% | +24.2% |
| 3M | +16.6% | +38.4% | -21.8% | +11.3% |
| 6M | +61.1% | +12.0% | +49.1% | +59.2% |
| YTD | +64.2% | -29.2% | +93.5% | +72.6% |
| 1Y | +85.2% | -28.8% | +114.0% | +90.7% |
| All | +85.2% | -23.2% | +108.4% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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