-16.4%
SWKS vs WTW
+65.4%
-81.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.8% | +4.6% | +1.6% |
| 7D | +11.8% | -2.7% | +14.6% | +11.6% |
| 30D | +6.7% | -5.6% | +12.4% | +6.2% |
| 3M | 0.0% | +26.5% | -26.5% | +2.2% |
| 6M | +38.7% | +8.1% | +30.6% | +42.1% |
| YTD | +21.4% | -0.3% | +21.7% | +25.3% |
| 1Y | +2.9% | -0.9% | +3.8% | +6.4% |
| 3Y | -16.4% | +66.6% | -83.0% | -16.4% |
| All | -16.4% | +65.4% | -81.8% | -16.4% |
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