+1,495.2%
SWK vs WY
+618.3%
+876.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +1.1% |
| 7D | +11.0% | +3.1% | +7.9% | +9.5% |
| 30D | +30.1% | +13.0% | +17.1% | +22.5% |
| 3M | +14.7% | -16.8% | +31.5% | +25.6% |
| 6M | +44.5% | -11.2% | +55.7% | +52.8% |
| YTD | +59.4% | -9.1% | +68.5% | +66.4% |
| 1Y | +77.5% | -4.8% | +82.3% | +81.1% |
| 3Y | +49.5% | -25.3% | +74.7% | +74.1% |
| 5Y | -24.9% | -33.2% | +8.3% | -7.3% |
| 10Y | +31.8% | +6.6% | +25.2% | +26.0% |
| All | +1,495.2% | +618.3% | +876.9% | +587.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling