+8,902.0%
SWKS vs WY
+618.3%
+8,283.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.0% | +4.2% | +2.5% |
| 7D | -6.2% | +3.1% | -9.3% | -7.7% |
| 30D | -1.5% | +13.0% | -14.5% | -7.1% |
| 3M | +23.0% | -16.8% | +39.8% | +32.1% |
| 6M | +27.6% | -11.2% | +38.8% | +32.4% |
| YTD | +32.3% | -9.1% | +41.4% | +35.1% |
| 1Y | +20.1% | -4.8% | +24.9% | +20.0% |
| 3Y | +0.6% | -25.3% | +25.9% | +11.1% |
| 5Y | -42.3% | -33.2% | -9.1% | -33.1% |
| 10Y | +35.9% | +6.6% | +29.4% | +22.6% |
| All | +8,902.0% | +618.3% | +8,283.7% | +5,534.1% |
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