+32.4%
SWKS vs WCC
+492.1%
-459.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.1% | -7.3% | -2.4% |
| 7D | -2.7% | -5.7% | +2.9% | -1.0% |
| 30D | +8.5% | -13.5% | +21.9% | +13.9% |
| 3M | +17.3% | -12.9% | +30.2% | +22.2% |
| 6M | +25.1% | -10.7% | +35.8% | +28.5% |
| YTD | +33.3% | +30.0% | +3.4% | +16.6% |
| 1Y | +22.9% | +24.7% | -1.8% | +9.1% |
| 3Y | +5.5% | +136.6% | -131.0% | -31.7% |
| 5Y | -41.9% | +143.9% | -185.8% | -64.7% |
| 10Y | +32.4% | +465.9% | -433.5% | -42.0% |
| All | +32.4% | +492.1% | -459.6% | -42.0% |
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