+85.2%
SWK vs WWD
+27.2%
+58.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.9% | +15.0% | +13.8% |
| 7D | +17.9% | +7.3% | +10.6% | +14.5% |
| 30D | +31.9% | -2.0% | +33.9% | +32.4% |
| 3M | +16.6% | -12.6% | +29.1% | +22.3% |
| 6M | +61.1% | -8.4% | +69.5% | +63.9% |
| YTD | +64.2% | +8.2% | +56.0% | +56.5% |
| 1Y | +85.2% | +26.5% | +58.7% | +64.8% |
| All | +85.2% | +27.2% | +58.0% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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