+24.3%
W vs SWK
+87.6%
-63.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +13.1% | -2.1% | +0.7% |
| 7D | +8.4% | +17.9% | -9.5% | -4.9% |
| 30D | +16.5% | +31.9% | -15.4% | -6.5% |
| 3M | +6.4% | +16.6% | -10.1% | -5.9% |
| 6M | +90.5% | +61.1% | +29.4% | +37.4% |
| YTD | +23.1% | +64.2% | -41.2% | -14.4% |
| 1Y | +24.3% | +85.2% | -60.9% | -21.9% |
| All | +24.3% | +87.6% | -63.4% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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