+8,981.9%
SWKS vs WST
+14,846.0%
-5,864.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.1% |
| 7D | -4.9% | +1.3% | -6.2% | -5.5% |
| 30D | -1.2% | +8.5% | -9.7% | -4.8% |
| 3M | +24.2% | +17.2% | +6.9% | +15.6% |
| 6M | +21.5% | +36.3% | -14.8% | +5.2% |
| YTD | +33.5% | +48.9% | -15.4% | +9.8% |
| 1Y | +18.9% | +42.9% | -24.0% | -0.5% |
| 3Y | +0.4% | +23.1% | -22.7% | -21.6% |
| 5Y | -44.3% | -4.4% | -39.9% | -52.5% |
| 10Y | +37.1% | +461.3% | -424.2% | -54.9% |
| All | +8,981.9% | +14,846.0% | -5,864.0% | +618.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling