+423.4%
SWKS vs WCC
+1,380.5%
-957.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.6% | +7.5% | +1.5% |
| 7D | -9.2% | -21.9% | +12.7% | -0.9% |
| 30D | -1.9% | -25.4% | +23.5% | +8.5% |
| 3M | +21.2% | -23.1% | +44.3% | +32.1% |
| 6M | +12.9% | -18.1% | +30.9% | +19.6% |
| YTD | +30.7% | +17.7% | +13.1% | +20.0% |
| 1Y | +14.1% | +12.4% | +1.8% | +6.5% |
| 3Y | -1.7% | +105.9% | -107.6% | -30.4% |
| 5Y | -43.0% | +116.8% | -159.8% | -62.0% |
| 10Y | +34.3% | +456.1% | -421.7% | -44.0% |
| All | +423.4% | +1,380.5% | -957.2% | +25.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling