+58.1%
SWK vs WU
-21.7%
+79.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.0% |
| 7D | +10.7% | +9.1% | +1.6% | +6.1% |
| 30D | +33.3% | +12.1% | +21.2% | +26.2% |
| 3M | +14.7% | +0.3% | +14.3% | +13.9% |
| 6M | +48.5% | -19.1% | +67.7% | +62.1% |
| YTD | +63.9% | -19.2% | +83.1% | +77.5% |
| 1Y | +80.4% | -15.3% | +95.7% | +89.2% |
| 3Y | +58.1% | -21.3% | +79.4% | +72.1% |
| All | +58.1% | -21.7% | +79.8% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling