+8,794.6%
SWKS vs WST
+14,250.0%
-5,455.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +1.9% | -0.2% |
| 7D | -9.2% | -5.8% | -3.4% | -6.7% |
| 30D | -1.9% | +5.3% | -7.2% | -4.2% |
| 3M | +21.2% | +11.8% | +9.4% | +15.3% |
| 6M | +12.9% | +26.7% | -13.8% | +1.0% |
| YTD | +30.7% | +43.0% | -12.2% | +9.5% |
| 1Y | +14.1% | +38.9% | -24.7% | -3.3% |
| 3Y | -1.7% | +18.2% | -19.9% | -21.8% |
| 5Y | -43.0% | -1.5% | -41.5% | -52.3% |
| 10Y | +34.3% | +439.0% | -404.6% | -55.0% |
| All | +8,794.6% | +14,250.0% | -5,455.4% | +616.6% |
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