+9,784.5%
SWKS vs WWD
+14,113.5%
-4,329.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.4% | -2.2% | -0.1% |
| 7D | -6.2% | +4.2% | -10.3% | -7.9% |
| 30D | -1.5% | -2.1% | +0.7% | -1.1% |
| 3M | +23.0% | -13.2% | +36.1% | +29.1% |
| 6M | +27.6% | -16.9% | +44.5% | +35.4% |
| YTD | +32.3% | +5.2% | +27.1% | +25.6% |
| 1Y | +20.1% | +20.6% | -0.5% | +7.2% |
| 3Y | +0.6% | +146.3% | -145.7% | -34.0% |
| 5Y | -42.3% | +171.3% | -213.6% | -64.1% |
| 10Y | +35.9% | +471.3% | -435.4% | -41.7% |
| All | +9,784.5% | +14,113.5% | -4,329.0% | +1,887.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling