+36.2%
SWKS vs WST
+54.9%
-18.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.5% |
| 7D | +9.4% | +4.2% | +5.2% | +7.8% |
| 30D | +17.0% | +11.2% | +5.8% | +12.7% |
| 3M | +28.9% | +20.4% | +8.6% | +21.2% |
| 6M | +33.1% | +37.9% | -4.7% | +20.2% |
| YTD | +44.8% | +51.8% | -7.0% | +25.5% |
| 1Y | +36.2% | +56.6% | -20.4% | +16.8% |
| All | +36.2% | +54.9% | -18.7% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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