+54.4%
SWK vs WING
-16.7%
+71.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | -0.8% |
| 7D | +11.3% | +5.0% | +6.3% | +10.6% |
| 30D | +31.5% | +38.7% | -7.2% | +25.6% |
| 3M | +14.4% | +44.7% | -30.3% | +8.2% |
| 6M | +46.4% | +31.5% | +14.9% | +40.0% |
| YTD | +61.6% | -28.4% | +90.0% | +67.2% |
| 1Y | +78.7% | -28.2% | +106.9% | +84.4% |
| 3Y | +54.4% | -18.4% | +72.8% | +28.7% |
| All | +54.4% | -16.7% | +71.1% | +28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling