+1,988.7%
SWKS vs WU
-19.5%
+2,008.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.7% |
| 7D | -3.1% | +11.0% | -14.2% | -8.5% |
| 30D | +8.3% | +13.4% | -5.1% | +1.1% |
| 3M | +20.2% | +2.2% | +18.0% | +17.5% |
| 6M | +24.9% | -18.2% | +43.1% | +33.9% |
| YTD | +33.2% | -18.3% | +51.4% | +42.1% |
| 1Y | +23.6% | -12.2% | +35.7% | +26.7% |
| 3Y | +1.3% | -20.8% | +22.1% | +7.5% |
| 5Y | -40.6% | -42.6% | +2.0% | -27.9% |
| 10Y | +35.3% | -35.5% | +70.7% | +48.9% |
| All | +1,988.7% | -19.5% | +2,008.2% | +1,714.4% |
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