+5.5%
SWKS vs WWD
+157.3%
-151.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.9% | -4.1% | -0.7% |
| 7D | -2.7% | +4.2% | -6.9% | -4.0% |
| 30D | +8.5% | -0.8% | +9.3% | +8.5% |
| 3M | +17.3% | -8.2% | +25.5% | +20.1% |
| 6M | +25.1% | -9.8% | +35.0% | +28.0% |
| YTD | +33.3% | +10.4% | +22.9% | +23.5% |
| 1Y | +22.9% | +25.5% | -2.6% | +6.8% |
| 3Y | +5.5% | +155.8% | -150.3% | -32.1% |
| All | +5.5% | +157.3% | -151.8% | -32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling