+0.6%
SWKS vs WTW
+44.3%
-43.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +1.0% |
| 7D | -6.2% | +1.4% | -7.5% | -6.0% |
| 30D | -1.5% | +13.1% | -14.6% | -0.1% |
| 3M | +23.0% | -3.0% | +25.9% | +22.8% |
| 6M | +27.6% | +31.2% | -3.6% | +31.3% |
| YTD | +32.3% | +1.1% | +31.2% | +37.5% |
| 1Y | +20.1% | +3.4% | +16.7% | +24.5% |
| 3Y | +0.6% | +44.7% | -44.1% | +5.7% |
| All | +0.6% | +44.3% | -43.7% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling