+34.7%
SWK vs WY
-4.5%
+39.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.4% |
| 7D | -0.4% | -1.7% | +1.3% | +0.7% |
| 30D | -5.7% | -10.1% | +4.4% | +1.0% |
| 3M | +24.1% | -5.1% | +29.2% | +28.0% |
| 6M | +24.7% | -4.8% | +29.5% | +28.1% |
| YTD | +33.9% | -0.2% | +34.2% | +32.0% |
| 1Y | +34.7% | -6.6% | +41.3% | +41.0% |
| All | +34.7% | -4.5% | +39.2% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded WY 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling