+58.1%
SWK vs WWD
+157.3%
-99.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.9% | -2.1% | +1.2% |
| 7D | +10.7% | +4.2% | +6.5% | +8.9% |
| 30D | +33.3% | -0.8% | +34.1% | +33.2% |
| 3M | +14.7% | -8.2% | +22.8% | +17.6% |
| 6M | +48.5% | -9.8% | +58.4% | +52.3% |
| YTD | +63.9% | +10.4% | +53.5% | +56.3% |
| 1Y | +80.4% | +25.5% | +54.9% | +64.3% |
| 3Y | +58.1% | +155.8% | -97.7% | +11.3% |
| All | +58.1% | +157.3% | -99.2% | +11.3% |
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