+22.4%
SWK vs WU
-35.7%
+58.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -2.0% |
| 7D | +11.3% | +11.0% | +0.3% | +5.0% |
| 30D | +31.5% | +13.4% | +18.1% | +22.6% |
| 3M | +14.4% | +2.2% | +12.2% | +12.4% |
| 6M | +46.4% | -18.2% | +64.6% | +59.5% |
| YTD | +61.6% | -18.3% | +79.9% | +74.7% |
| 1Y | +78.7% | -12.2% | +90.9% | +85.0% |
| 3Y | +54.4% | -20.8% | +75.2% | +67.1% |
| 5Y | -25.3% | -42.6% | +17.3% | -5.4% |
| 10Y | +22.4% | -35.5% | +57.8% | +43.0% |
| All | +22.4% | -35.7% | +58.1% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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