+29.5%
SWK vs WTW
+221.1%
-191.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +3.2% |
| 7D | +10.7% | +0.5% | +10.2% | +10.5% |
| 30D | +33.3% | +10.4% | +23.0% | +26.2% |
| 3M | +14.7% | -4.8% | +19.5% | +17.7% |
| 6M | +48.5% | +28.5% | +20.1% | +26.8% |
| YTD | +63.9% | +0.5% | +63.3% | +58.9% |
| 1Y | +80.4% | +1.6% | +78.8% | +73.4% |
| 3Y | +58.1% | +42.5% | +15.6% | +18.9% |
| 5Y | -24.5% | +49.8% | -74.3% | -46.1% |
| 10Y | +29.5% | +218.4% | -188.9% | -40.7% |
| All | +29.5% | +221.1% | -191.6% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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