+29.5%
SWK vs WU
-36.4%
+65.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.0% |
| 7D | +10.7% | +9.1% | +1.6% | +5.4% |
| 30D | +33.3% | +12.1% | +21.2% | +25.1% |
| 3M | +14.7% | +0.3% | +14.3% | +13.8% |
| 6M | +48.5% | -19.1% | +67.7% | +62.9% |
| YTD | +63.9% | -19.2% | +83.1% | +78.4% |
| 1Y | +80.4% | -15.3% | +95.7% | +90.6% |
| 3Y | +58.1% | -21.3% | +79.4% | +71.8% |
| 5Y | -24.5% | -41.7% | +17.2% | -5.4% |
| 10Y | +29.5% | -36.0% | +65.5% | +52.8% |
| All | +29.5% | -36.4% | +65.9% | +52.8% |
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