+25.9%
SWKS vs WEC
+141.2%
-115.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.7% |
| 7D | +12.5% | -0.3% | +12.8% | +12.6% |
| 30D | +10.5% | -1.3% | +11.8% | +10.9% |
| 3M | -7.4% | -3.9% | -3.5% | -6.7% |
| 6M | +32.7% | -8.3% | +41.0% | +35.5% |
| YTD | +19.2% | +3.1% | +16.1% | +17.5% |
| 1Y | +2.4% | +1.9% | +0.4% | +1.0% |
| 3Y | -25.6% | +41.9% | -67.5% | -34.4% |
| 5Y | -53.4% | +30.8% | -84.2% | -58.3% |
| All | +25.9% | +141.2% | -115.4% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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