-36.5%
SWKS vs WCC
+139.9%
-176.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.6% |
| 7D | +9.4% | +9.9% | -0.5% | +5.1% |
| 30D | +17.0% | -8.4% | +25.4% | +20.3% |
| 3M | +28.9% | -10.3% | +39.3% | +33.0% |
| 6M | +33.1% | -10.5% | +43.6% | +36.8% |
| YTD | +44.8% | +32.2% | +12.6% | +24.7% |
| 1Y | +36.2% | +25.5% | +10.7% | +19.8% |
| 3Y | +11.5% | +134.7% | -123.2% | -30.5% |
| All | -36.5% | +139.9% | -176.5% | -64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling