+2.9%
SWKS vs WY
-9.6%
+12.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.3% | +2.1% |
| 7D | +11.8% | -2.1% | +13.9% | +12.3% |
| 30D | +6.7% | -10.5% | +17.2% | +9.2% |
| 3M | 0.0% | -4.9% | +4.9% | +1.0% |
| 6M | +38.7% | -4.9% | +43.6% | +40.0% |
| YTD | +21.4% | -1.7% | +23.0% | +20.7% |
| 1Y | +2.9% | -9.4% | +12.3% | +5.3% |
| All | +2.9% | -9.6% | +12.5% | +5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling