-25.2%
SWKS vs WPM
+270.0%
-295.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.7% |
| 7D | +12.5% | +1.1% | +11.4% | +12.3% |
| 30D | +10.5% | +26.4% | -15.9% | +6.1% |
| 3M | -7.4% | +20.8% | -28.2% | -10.9% |
| 6M | +32.7% | +1.1% | +31.6% | +30.6% |
| YTD | +19.2% | +32.5% | -13.3% | +11.3% |
| 1Y | +2.4% | +51.5% | -49.1% | -7.1% |
| All | -25.2% | +270.0% | -295.3% | -45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling