+26.6%
WAT vs SWK
+79.5%
-52.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.3% | +3.3% |
| 7D | +6.0% | +10.7% | -4.6% | +2.8% |
| 30D | +9.9% | +33.3% | -23.4% | +0.1% |
| 3M | +17.2% | +14.7% | +2.5% | +12.3% |
| 6M | +34.2% | +48.5% | -14.3% | +16.9% |
| YTD | +25.5% | +63.9% | -38.4% | +3.2% |
| All | +26.6% | +79.5% | -52.9% | -1.1% |
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 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