+1,753.1%
SWKS vs WCN
+6,839.3%
-5,086.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +3.9% |
| 7D | +12.5% | -0.6% | +13.1% | +12.7% |
| 30D | +10.5% | +0.4% | +10.1% | +10.3% |
| 3M | -7.4% | +7.3% | -14.7% | -10.3% |
| 6M | +32.7% | -2.5% | +35.2% | +32.5% |
| YTD | +19.2% | -5.4% | +24.5% | +20.3% |
| 1Y | +2.4% | -8.5% | +10.8% | +4.2% |
| 3Y | -25.6% | +20.8% | -46.4% | -31.7% |
| 5Y | -53.4% | +30.0% | -83.4% | -58.4% |
| 10Y | +23.2% | +238.4% | -215.2% | -18.5% |
| All | +1,753.1% | +6,839.3% | -5,086.3% | +554.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling