+20.1%
SWKS vs WM
+20.0%
+0.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +0.6% |
| 7D | -6.2% | +1.2% | -7.4% | -5.8% |
| 30D | -1.5% | +13.1% | -14.6% | +2.0% |
| 3M | +23.0% | +3.6% | +19.3% | +24.2% |
| 6M | +27.6% | +8.1% | +19.5% | +30.0% |
| YTD | +32.3% | +8.9% | +23.4% | +33.5% |
| 1Y | +20.1% | +20.3% | -0.2% | +23.6% |
| All | +20.1% | +20.0% | +0.1% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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