+49.5%
SWK vs WY
-25.3%
+74.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +2.1% |
| 7D | +11.0% | +3.1% | +7.9% | +8.5% |
| 30D | +30.1% | +13.0% | +17.1% | +17.7% |
| 3M | +14.7% | -16.8% | +31.5% | +33.3% |
| 6M | +44.5% | -11.2% | +55.7% | +57.6% |
| YTD | +59.4% | -9.1% | +68.5% | +68.8% |
| 1Y | +77.5% | -4.8% | +82.3% | +79.7% |
| 3Y | +49.5% | -25.3% | +74.7% | +86.8% |
| All | +49.5% | -25.3% | +74.8% | +86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling