+32.4%
SWKS vs WEC
+178.6%
-146.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.5% |
| 7D | -2.7% | +0.2% | -3.0% | -2.8% |
| 30D | +8.5% | +12.9% | -4.4% | +4.8% |
| 3M | +17.3% | +9.8% | +7.5% | +14.1% |
| 6M | +25.1% | +6.7% | +18.4% | +22.2% |
| YTD | +33.3% | +14.0% | +19.4% | +27.7% |
| 1Y | +22.9% | +7.3% | +15.6% | +19.7% |
| 3Y | +5.5% | +63.8% | -58.3% | -10.7% |
| 5Y | -41.9% | +54.8% | -96.7% | -50.5% |
| 10Y | +32.4% | +185.7% | -153.3% | +3.9% |
| All | +32.4% | +178.6% | -146.2% | +3.9% |
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