+18.9%
SWKS vs WSM
+44.0%
-25.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.5% | -9.4% | -4.0% |
| 7D | -4.9% | +8.0% | -12.9% | -6.3% |
| 30D | -1.2% | +13.5% | -14.7% | -3.6% |
| 3M | +24.2% | +8.8% | +15.3% | +22.8% |
| 6M | +21.5% | +54.7% | -33.2% | +9.7% |
| YTD | +33.5% | +53.3% | -19.8% | +19.4% |
| 1Y | +18.9% | +41.1% | -22.2% | +9.5% |
| All | +18.9% | +44.0% | -25.1% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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