+35.3%
SWKS vs WCC
+460.5%
-425.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | -3.1% | -9.9% | +6.8% | +0.5% |
| 30D | +8.3% | -13.4% | +21.7% | +13.7% |
| 3M | +20.2% | -13.5% | +33.7% | +25.6% |
| 6M | +24.9% | -10.6% | +35.5% | +28.3% |
| YTD | +33.2% | +30.1% | +3.1% | +16.3% |
| 1Y | +23.6% | +22.3% | +1.3% | +10.5% |
| 3Y | +1.3% | +130.3% | -129.0% | -33.9% |
| 5Y | -40.6% | +144.5% | -185.1% | -64.0% |
| 10Y | +35.3% | +431.8% | -396.6% | -44.1% |
| All | +35.3% | +460.5% | -425.2% | -44.1% |
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