+0.6%
SWKS vs WCN
+45.2%
-44.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.4% |
| 7D | -6.2% | +2.9% | -9.1% | -6.7% |
| 30D | -1.5% | +22.1% | -23.6% | -5.4% |
| 3M | +23.0% | +13.2% | +9.8% | +19.8% |
| 6M | +27.6% | +23.7% | +3.9% | +20.1% |
| YTD | +32.3% | +8.7% | +23.6% | +31.1% |
| 1Y | +20.1% | +15.3% | +4.8% | +16.2% |
| 3Y | +0.6% | +46.0% | -45.4% | -15.9% |
| All | +0.6% | +45.2% | -44.5% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling