+1,769.2%
SWKS vs WU
-19.6%
+1,788.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +4.0% |
| 7D | +12.5% | -0.8% | +13.3% | +13.0% |
| 30D | +10.5% | -1.1% | +11.6% | +11.0% |
| 3M | -7.4% | -3.9% | -3.5% | -7.4% |
| 6M | +32.7% | -20.7% | +53.3% | +45.5% |
| YTD | +19.2% | -18.4% | +37.5% | +28.6% |
| 1Y | +2.4% | -8.1% | +10.4% | +2.7% |
| 3Y | -25.6% | -24.2% | -1.5% | -18.8% |
| 5Y | -53.4% | -50.4% | -3.0% | -38.5% |
| 10Y | +23.2% | -40.0% | +63.2% | +42.3% |
| All | +1,769.2% | -19.6% | +1,788.8% | +1,542.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling