+695.1%
WDC vs SWK
+21.9%
+673.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.7% | +9.0% | +8.7% |
| 7D | -3.2% | -2.3% | -1.0% | -1.6% |
| 30D | -19.0% | +30.4% | -49.5% | -31.5% |
| 3M | -28.4% | +12.1% | -40.6% | -34.2% |
| 6M | -39.2% | +49.1% | -88.3% | -53.0% |
| YTD | +82.1% | +60.4% | +21.6% | +33.0% |
| 1Y | +84.7% | +78.3% | +6.3% | +26.4% |
| 3Y | +825.6% | +53.3% | +772.3% | +540.8% |
| 5Y | +608.2% | -27.0% | +635.1% | +669.5% |
| 10Y | +695.1% | +20.8% | +674.3% | +462.7% |
| All | +695.1% | +21.9% | +673.2% | +462.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling