+72.7%
SWK vs WU
-16.8%
+89.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.1% | -1.9% |
| 7D | -2.0% | -5.3% | +3.3% | -0.3% |
| 30D | +24.6% | +9.0% | +15.6% | +21.2% |
| 3M | +10.8% | -3.6% | +14.3% | +11.3% |
| 6M | +46.1% | -19.4% | +65.5% | +53.6% |
| YTD | +56.8% | -21.7% | +78.5% | +65.5% |
| 1Y | +72.7% | -16.1% | +88.8% | +72.8% |
| All | +72.7% | -16.8% | +89.5% | +72.8% |
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