+24.8%
SWK vs WTW
-0.3%
+25.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | 0.0% | -2.6% |
| 7D | +0.1% | -2.7% | +2.9% | +0.3% |
| 30D | -8.9% | -5.6% | -3.3% | -8.6% |
| 3M | +20.5% | +26.5% | -6.0% | +19.4% |
| 6M | +27.1% | +8.1% | +19.0% | +28.6% |
| YTD | +30.2% | -0.3% | +30.5% | +33.5% |
| 1Y | +24.8% | -0.9% | +25.6% | +28.1% |
| All | +24.8% | -0.3% | +25.0% | +28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling