+88.5%
WDC vs SWK
+74.4%
+14.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.1% |
| 7D | +12.1% | -1.4% | +13.5% | +12.6% |
| 30D | -18.8% | +25.5% | -44.3% | -25.8% |
| 3M | -39.3% | +11.8% | -51.1% | -41.7% |
| 6M | -40.1% | +48.7% | -88.8% | -50.0% |
| YTD | +71.8% | +57.2% | +14.6% | +29.8% |
| 1Y | +88.5% | +75.3% | +13.2% | +35.6% |
| All | +88.5% | +74.4% | +14.1% | +35.6% |
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