+23.6%
SWKS vs WPM
+33.8%
-10.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.1% | +4.9% | +0.5% |
| 7D | -3.1% | +16.4% | -19.5% | -5.2% |
| 30D | +8.3% | -1.5% | +9.8% | +8.6% |
| 3M | +20.2% | +2.6% | +17.7% | +19.4% |
| 6M | +24.9% | -1.3% | +26.3% | +22.2% |
| YTD | +33.2% | +16.8% | +16.4% | +22.4% |
| 1Y | +23.6% | +34.1% | -10.5% | +8.2% |
| All | +23.6% | +33.8% | -10.2% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling