+8,007.1%
SWKS vs WY
+688.1%
+7,319.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +3.2% |
| 7D | +12.5% | -1.7% | +14.2% | +13.3% |
| 30D | +10.5% | -10.1% | +20.6% | +15.6% |
| 3M | -7.4% | -5.1% | -2.3% | -5.8% |
| 6M | +32.7% | -4.8% | +37.4% | +34.1% |
| YTD | +19.2% | -0.2% | +19.4% | +17.7% |
| 1Y | +2.4% | -6.6% | +9.0% | +3.9% |
| 3Y | -25.6% | -22.7% | -2.9% | -18.5% |
| 5Y | -53.4% | -22.2% | -31.2% | -49.1% |
| 10Y | +23.2% | +7.3% | +15.9% | +11.1% |
| All | +8,007.1% | +688.1% | +7,319.0% | +4,811.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling