+294.6%
SWKS vs WTW
+1,174.9%
-880.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.7% | +4.5% |
| 7D | +12.5% | -2.6% | +15.1% | +13.7% |
| 30D | +10.5% | -1.0% | +11.5% | +10.8% |
| 3M | -7.4% | +29.9% | -37.3% | -18.3% |
| 6M | +32.7% | +10.7% | +22.0% | +23.9% |
| YTD | +19.2% | +2.6% | +16.6% | +14.2% |
| 1Y | +2.4% | +2.8% | -0.4% | -2.4% |
| 3Y | -25.6% | +67.3% | -92.9% | -45.2% |
| 5Y | -53.4% | +56.6% | -110.1% | -64.7% |
| 10Y | +23.2% | +204.1% | -180.9% | -31.9% |
| All | +294.6% | +1,174.9% | -880.3% | +52.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling