+8,802.0%
SWKS vs WWD
+15,408.5%
-6,606.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.5% | +3.1% |
| 7D | +12.5% | +1.3% | +11.2% | +11.9% |
| 30D | +10.5% | -7.2% | +17.7% | +13.6% |
| 3M | -7.4% | -3.8% | -3.6% | -6.7% |
| 6M | +32.7% | -9.9% | +42.6% | +35.8% |
| YTD | +19.2% | +14.8% | +4.3% | +9.9% |
| 1Y | +2.4% | +42.1% | -39.7% | -14.1% |
| 3Y | -25.6% | +170.8% | -196.4% | -52.8% |
| 5Y | -53.4% | +197.5% | -250.9% | -72.0% |
| 10Y | +23.2% | +477.8% | -454.7% | -47.1% |
| All | +8,802.0% | +15,408.5% | -6,606.6% | +1,638.3% |
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