+417.4%
WDC vs SWK
+37.3%
+380.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +5.5% |
| 7D | +1.7% | -0.4% | +2.2% | +1.9% |
| 30D | -10.0% | -5.7% | -4.2% | -8.0% |
| 3M | -18.8% | +24.1% | -42.8% | -25.3% |
| 6M | +79.0% | +24.7% | +54.3% | +61.2% |
| YTD | +171.6% | +33.9% | +137.6% | +136.8% |
| 1Y | +417.4% | +34.7% | +382.7% | +361.2% |
| All | +417.4% | +37.3% | +380.0% | +361.2% |
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