+20.1%
SWKS vs WEC
+6.8%
+13.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +0.9% |
| 7D | -6.2% | -0.2% | -6.0% | -6.2% |
| 30D | -1.5% | +12.3% | -13.8% | -0.2% |
| 3M | +23.0% | +8.3% | +14.7% | +24.0% |
| 6M | +27.6% | +3.5% | +24.1% | +27.5% |
| YTD | +32.3% | +12.7% | +19.6% | +32.5% |
| 1Y | +20.1% | +8.2% | +12.0% | +17.5% |
| All | +20.1% | +6.8% | +13.3% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling