+113.2%
WDC vs SWK
+87.6%
+25.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +13.1% | -19.9% | -10.5% |
| 7D | -18.3% | +17.9% | -36.2% | -23.1% |
| 30D | -26.7% | +31.9% | -58.6% | -34.4% |
| 3M | -40.9% | +16.6% | -57.5% | -44.2% |
| 6M | -26.8% | +61.1% | -87.9% | -40.9% |
| YTD | +88.2% | +64.2% | +24.0% | +40.7% |
| 1Y | +113.2% | +85.2% | +28.0% | +54.6% |
| All | +113.2% | +87.6% | +25.6% | +54.6% |
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