-0.6%
SWKS vs WING
-18.5%
+17.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -0.9% | -1.9% |
| 7D | -9.2% | +14.0% | -23.2% | -10.7% |
| 30D | -1.9% | +47.7% | -49.6% | -6.8% |
| 3M | +21.2% | +34.2% | -13.0% | +16.1% |
| 6M | +12.9% | +13.6% | -0.7% | +10.0% |
| YTD | +30.7% | -30.0% | +60.8% | +36.3% |
| 1Y | +14.1% | -33.9% | +48.1% | +20.0% |
| All | -0.6% | -18.5% | +17.9% | -18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling