+50.8%
SWKS vs WCN
+322.1%
-271.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +9.4% | +2.6% | +6.8% | +7.9% |
| 30D | +17.0% | +23.9% | -7.0% | +3.1% |
| 3M | +28.9% | +17.4% | +11.5% | +16.9% |
| 6M | +33.1% | +28.0% | +5.1% | +12.9% |
| YTD | +44.8% | +11.6% | +33.2% | +33.2% |
| 1Y | +36.2% | +16.9% | +19.3% | +21.3% |
| 3Y | +11.5% | +51.6% | -40.1% | -19.2% |
| 5Y | -37.1% | +48.0% | -85.0% | -54.6% |
| All | +50.8% | +322.1% | -271.2% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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