+31.0%
SWKS vs WY
+5.5%
+25.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.3% | +2.6% |
| 7D | +11.8% | -2.1% | +13.9% | +13.0% |
| 30D | +6.7% | -10.5% | +17.2% | +13.2% |
| 3M | 0.0% | -4.9% | +4.9% | +2.0% |
| 6M | +38.7% | -4.9% | +43.6% | +40.5% |
| YTD | +21.4% | -1.7% | +23.0% | +20.2% |
| 1Y | +2.9% | -9.4% | +12.3% | +6.3% |
| 3Y | -16.4% | -22.3% | +5.9% | -7.0% |
| 5Y | -51.2% | -20.5% | -30.6% | -46.5% |
| 10Y | +31.0% | +4.9% | +26.1% | +14.5% |
| All | +31.0% | +5.5% | +25.6% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 10y: compounded portfolio wealth divided by compounded WY 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…
10y analysis · Full analysis span regression · 6 months rolling