+35.3%
SWKS vs WPM
+556.6%
-521.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.1% | +4.9% | +0.7% |
| 7D | -3.1% | +16.4% | -19.5% | -5.9% |
| 30D | +8.3% | -1.5% | +9.8% | +8.3% |
| 3M | +20.2% | +2.6% | +17.7% | +18.9% |
| 6M | +24.9% | -1.3% | +26.3% | +23.9% |
| YTD | +33.2% | +16.8% | +16.4% | +26.4% |
| 1Y | +23.6% | +34.1% | -10.5% | +14.2% |
| 3Y | +1.3% | +225.1% | -223.9% | -22.8% |
| 5Y | -40.6% | +234.5% | -275.1% | -55.8% |
| 10Y | +35.3% | +674.1% | -638.8% | -6.9% |
| All | +35.3% | +556.6% | -521.3% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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