+51.9%
SWK vs WTW
+44.7%
+7.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -0.3% |
| 7D | -1.4% | +2.0% | -3.3% | -1.9% |
| 30D | +25.5% | +12.9% | +12.6% | +21.8% |
| 3M | +11.8% | +0.7% | +11.0% | +11.4% |
| 6M | +48.7% | +39.5% | +9.2% | +36.5% |
| YTD | +57.2% | +3.1% | +54.1% | +57.4% |
| 1Y | +75.3% | +4.8% | +70.5% | +74.2% |
| 3Y | +51.9% | +42.9% | +9.0% | +41.6% |
| All | +51.9% | +44.7% | +7.2% | +41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling