+20.8%
SWK vs WING
+686.1%
-665.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.4% |
| 7D | -2.3% | -0.5% | -1.8% | -2.2% |
| 30D | +30.4% | +32.3% | -1.9% | +22.8% |
| 3M | +12.1% | +50.2% | -38.0% | +2.1% |
| 6M | +49.1% | +31.7% | +17.4% | +38.4% |
| YTD | +60.4% | -29.6% | +90.1% | +67.4% |
| 1Y | +78.3% | -29.7% | +108.0% | +85.7% |
| 3Y | +53.3% | -19.8% | +73.1% | +45.0% |
| 5Y | -27.0% | +3.1% | -30.0% | -38.0% |
| 10Y | +20.8% | +682.9% | -662.1% | -37.0% |
| All | +20.8% | +686.1% | -665.3% | -37.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling