+32.1%
SWKS vs WING
+679.4%
-647.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.6% |
| 7D | -6.2% | +9.0% | -15.2% | -8.3% |
| 30D | -1.5% | +39.9% | -41.4% | -9.9% |
| 3M | +23.0% | +40.4% | -17.5% | +11.1% |
| 6M | +27.6% | +12.9% | +14.7% | +20.3% |
| YTD | +32.3% | -31.1% | +63.4% | +39.1% |
| 1Y | +20.1% | -32.7% | +52.8% | +26.7% |
| 3Y | +0.6% | -19.8% | +20.5% | -7.3% |
| 5Y | -42.3% | +4.0% | -46.3% | -54.0% |
| All | +32.1% | +679.4% | -647.3% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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