+84.7%
WDC vs SWKS
+30.3%
+54.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.0% | +2.4% | +6.5% |
| 7D | -3.2% | +5.7% | -8.9% | -4.7% |
| 30D | -19.0% | +17.3% | -36.4% | -22.1% |
| 3M | -28.4% | +28.3% | -56.7% | -34.6% |
| 6M | -39.2% | +26.1% | -65.3% | -43.7% |
| YTD | +82.1% | +41.1% | +41.0% | +71.0% |
| 1Y | +84.7% | +31.4% | +53.2% | +78.6% |
| All | +84.7% | +30.3% | +54.4% | +78.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling