+8.2%
WEC vs SWK
+71.2%
-63.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | -0.2% | +11.0% | -11.2% | -1.0% |
| 30D | +12.3% | +30.1% | -17.8% | +10.5% |
| 3M | +8.3% | +14.7% | -6.4% | +7.0% |
| 6M | +3.5% | +44.5% | -41.0% | +1.0% |
| YTD | +12.7% | +59.4% | -46.7% | +9.0% |
| 1Y | +8.2% | +77.5% | -69.4% | +3.8% |
| All | +8.2% | +71.2% | -63.0% | +3.8% |
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