+653.4%
WDC vs SWKS
+37.5%
+615.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.8% | +9.1% | +9.4% |
| 7D | -14.4% | -2.7% | -11.7% | -12.8% |
| 30D | -27.1% | +8.5% | -35.5% | -30.0% |
| 3M | -33.3% | +17.3% | -50.5% | -41.0% |
| 6M | -39.6% | +25.1% | -64.7% | -49.3% |
| YTD | +68.4% | +33.3% | +35.0% | +32.4% |
| 1Y | +78.2% | +22.9% | +55.3% | +46.9% |
| 3Y | +772.0% | +5.5% | +766.5% | +610.1% |
| 5Y | +584.9% | -41.9% | +626.8% | +715.0% |
| 10Y | +653.4% | +32.4% | +621.0% | +407.7% |
| All | +653.4% | +37.5% | +615.9% | +407.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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