+78.3%
SWK vs WY
-6.3%
+84.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.8% |
| 7D | -2.3% | -5.1% | +2.8% | +1.0% |
| 30D | +30.4% | +9.0% | +21.4% | +24.0% |
| 3M | +12.1% | -16.7% | +28.8% | +25.4% |
| 6M | +49.1% | -10.3% | +59.3% | +58.1% |
| YTD | +60.4% | -10.5% | +71.0% | +69.5% |
| 1Y | +78.3% | -5.9% | +84.2% | +79.4% |
| All | +78.3% | -6.3% | +84.6% | +79.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling