+22.4%
SWK vs WING
+675.9%
-653.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | -0.5% |
| 7D | +11.3% | +5.0% | +6.3% | +10.2% |
| 30D | +31.5% | +38.7% | -7.2% | +22.6% |
| 3M | +14.4% | +44.7% | -30.3% | +4.9% |
| 6M | +46.4% | +31.5% | +14.9% | +36.0% |
| YTD | +61.6% | -28.4% | +90.0% | +68.0% |
| 1Y | +78.7% | -28.2% | +106.9% | +85.3% |
| 3Y | +54.4% | -18.4% | +72.8% | +45.5% |
| 5Y | -25.3% | +5.2% | -30.5% | -36.9% |
| 10Y | +22.4% | +699.8% | -677.4% | -36.4% |
| All | +22.4% | +675.9% | -653.5% | -36.4% |
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