+81.3%
SWK vs WU
-15.7%
+97.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +2.9% |
| 7D | +10.7% | +9.1% | +1.6% | +7.6% |
| 30D | +33.3% | +12.1% | +21.2% | +28.6% |
| 3M | +14.7% | +0.3% | +14.3% | +13.8% |
| 6M | +48.5% | -19.1% | +67.7% | +56.6% |
| YTD | +63.9% | -19.2% | +83.1% | +71.3% |
| All | +81.3% | -15.7% | +97.0% | +79.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling