+50.8%
SWKS vs WING
+618.8%
-567.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +9.4% | -2.7% | +12.1% | +9.9% |
| 30D | +17.0% | +29.3% | -12.3% | +9.0% |
| 3M | +28.9% | +39.9% | -11.0% | +16.4% |
| 6M | +33.1% | +32.4% | +0.7% | +20.1% |
| YTD | +44.8% | -32.9% | +77.7% | +52.9% |
| 1Y | +36.2% | -31.9% | +68.1% | +42.6% |
| 3Y | +11.5% | -24.9% | +36.4% | +4.4% |
| 5Y | -37.1% | -0.7% | -36.4% | -49.2% |
| All | +50.8% | +618.8% | -567.9% | -27.3% |
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