+2.9%
SWKS vs WSM
+14.1%
-11.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.7% | +1.8% |
| 7D | +11.8% | +2.6% | +9.3% | +10.9% |
| 30D | +6.7% | -9.5% | +16.3% | +10.4% |
| 3M | 0.0% | +12.9% | -12.9% | -3.8% |
| 6M | +38.7% | +23.0% | +15.7% | +28.9% |
| YTD | +21.4% | +28.9% | -7.6% | +8.7% |
| 1Y | +2.9% | +13.7% | -10.8% | -4.4% |
| All | +2.9% | +14.1% | -11.2% | -4.4% |
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