+4,455.0%
WEC vs SWK
+1,542.3%
+2,912.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.6% |
| 7D | +3.2% | +11.3% | -8.0% | +1.5% |
| 30D | +14.7% | +28.1% | -13.4% | +10.4% |
| 3M | +10.2% | +12.6% | -2.3% | +8.1% |
| 6M | +4.5% | +51.7% | -47.2% | -2.3% |
| YTD | +15.1% | +60.0% | -44.9% | +6.3% |
| 1Y | +9.4% | +72.7% | -63.3% | -0.2% |
| 3Y | +56.9% | +46.3% | +10.6% | +43.6% |
| 5Y | +54.4% | -24.6% | +79.1% | +53.5% |
| 10Y | +183.5% | +32.2% | +151.2% | +146.7% |
| All | +4,455.0% | +1,542.3% | +2,912.7% | +2,558.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling