+23.8%
SWKS vs WWD
+25.3%
-1.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.9% | -4.1% | +0.2% |
| 7D | -2.7% | +4.2% | -6.9% | -3.2% |
| 30D | +8.5% | -0.8% | +9.3% | +8.5% |
| 3M | +17.3% | -8.2% | +25.5% | +18.5% |
| 6M | +25.1% | -9.8% | +35.0% | +26.5% |
| YTD | +33.3% | +10.4% | +22.9% | +30.5% |
| All | +23.8% | +25.3% | -1.5% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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