+50.8%
SWKS vs WCC
+431.3%
-380.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.6% |
| 7D | +9.4% | +9.9% | -0.5% | +5.2% |
| 30D | +17.0% | -8.4% | +25.4% | +20.2% |
| 3M | +28.9% | -10.3% | +39.3% | +32.8% |
| 6M | +33.1% | -10.5% | +43.6% | +36.7% |
| YTD | +44.8% | +32.2% | +12.6% | +25.7% |
| 1Y | +36.2% | +25.5% | +10.7% | +20.6% |
| 3Y | +11.5% | +134.7% | -123.2% | -27.8% |
| 5Y | -37.1% | +139.9% | -177.0% | -61.6% |
| All | +50.8% | +431.3% | -380.5% | -40.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling