+4,027.3%
WAB vs SWK
+1,298.7%
+2,728.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.6% | -3.0% | -4.4% |
| 7D | -2.5% | +11.3% | -13.7% | -7.6% |
| 30D | -4.4% | +28.1% | -32.4% | -15.3% |
| 3M | -5.9% | +12.6% | -18.5% | -11.8% |
| 6M | +5.9% | +51.7% | -45.8% | -14.1% |
| YTD | +30.9% | +60.0% | -29.0% | +2.6% |
| 1Y | +35.8% | +72.7% | -36.9% | +2.6% |
| 3Y | +154.0% | +46.3% | +107.7% | +95.2% |
| 5Y | +203.9% | -24.6% | +228.5% | +206.7% |
| 10Y | +286.7% | +32.2% | +254.5% | +185.7% |
| All | +4,027.3% | +1,298.7% | +2,728.6% | +1,143.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling