-53.0%
SWKS vs WING
-34.0%
-19.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.7% |
| 7D | +12.5% | -3.9% | +16.4% | +13.4% |
| 30D | +10.5% | -11.6% | +22.1% | +13.0% |
| 3M | -7.4% | -24.2% | +16.8% | -2.8% |
| 6M | +32.7% | -54.1% | +86.7% | +54.2% |
| YTD | +19.2% | -53.9% | +73.1% | +36.7% |
| 1Y | +2.4% | -64.4% | +66.7% | +24.3% |
| 3Y | -25.6% | -30.2% | +4.6% | -31.1% |
| All | -53.0% | -34.0% | -19.1% | -59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling