+23.7%
SWK vs WSM
+14.1%
+9.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.8% |
| 7D | -0.7% | +2.6% | -3.3% | -2.6% |
| 30D | -9.7% | -9.5% | -0.2% | -2.7% |
| 3M | +19.5% | +12.9% | +6.6% | +9.7% |
| 6M | +26.0% | +23.0% | +3.0% | +8.7% |
| YTD | +29.1% | +28.9% | +0.1% | +7.4% |
| 1Y | +23.7% | +13.7% | +10.0% | +10.0% |
| All | +23.7% | +14.1% | +9.6% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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