+20.1%
SWKS vs WU
-16.0%
+36.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.2% | +1.5% |
| 7D | -6.2% | +11.7% | -17.8% | -8.2% |
| 30D | -1.5% | +12.6% | -14.1% | -3.8% |
| 3M | +23.0% | -0.5% | +23.5% | +23.1% |
| 6M | +27.6% | -18.2% | +45.8% | +33.7% |
| YTD | +32.3% | -19.0% | +51.3% | +38.1% |
| 1Y | +20.1% | -16.7% | +36.8% | +23.8% |
| All | +20.1% | -16.0% | +36.2% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling