+49.5%
SWK vs WU
-21.7%
+71.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +0.6% |
| 7D | +11.0% | +11.7% | -0.7% | +5.3% |
| 30D | +30.1% | +12.6% | +17.5% | +22.7% |
| 3M | +14.7% | -0.5% | +15.2% | +14.3% |
| 6M | +44.5% | -18.2% | +62.7% | +56.7% |
| YTD | +59.4% | -19.0% | +78.4% | +72.3% |
| 1Y | +77.5% | -16.7% | +94.2% | +88.2% |
| 3Y | +49.5% | -21.0% | +70.5% | +61.9% |
| All | +49.5% | -21.7% | +71.2% | +61.9% |
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