+18.9%
SWKS vs WCC
+24.5%
-5.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.9% | +7.0% | +0.9% |
| 7D | -4.9% | -8.8% | +3.8% | -1.8% |
| 30D | -1.2% | -16.0% | +14.8% | +5.2% |
| 3M | +24.2% | -15.2% | +39.4% | +31.2% |
| 6M | +21.5% | -8.4% | +29.9% | +23.6% |
| YTD | +33.5% | +30.1% | +3.4% | +14.1% |
| 1Y | +18.9% | +26.4% | -7.5% | +0.5% |
| All | +18.9% | +24.5% | -5.5% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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