+340.9%
SWKS vs WTW
+1,172.0%
-831.1%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.9% |
| 7D | -3.1% | +1.6% | -4.7% | -3.9% |
| 30D | +8.3% | +12.4% | -4.0% | +2.8% |
| 3M | +20.2% | -2.6% | +22.9% | +20.8% |
| 6M | +24.9% | +30.8% | -5.8% | +8.8% |
| YTD | +33.2% | +2.3% | +30.8% | +27.0% |
| 1Y | +23.6% | +4.9% | +18.7% | +16.4% |
| 3Y | +1.3% | +43.9% | -42.6% | -19.9% |
| 5Y | -40.6% | +53.8% | -94.4% | -54.7% |
| 10Y | +35.3% | +212.8% | -177.5% | -26.5% |
| All | +340.9% | +1,172.0% | -831.1% | +69.2% |
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