+50.0%
SWK vs WWD
+137.0%
-87.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.0% | +3.4% | -0.6% |
| 7D | +11.3% | -2.6% | +13.8% | +11.9% |
| 30D | +28.1% | -7.7% | +35.8% | +31.1% |
| 3M | +12.6% | -17.7% | +30.3% | +19.9% |
| 6M | +51.7% | -15.9% | +67.6% | +59.3% |
| YTD | +60.0% | +1.8% | +58.2% | +56.8% |
| 1Y | +72.7% | +17.4% | +55.3% | +60.9% |
| All | +50.0% | +137.0% | -87.0% | +8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling