+455.3%
WELL vs SWK
+32.9%
+422.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.9% | +0.1% |
| 7D | +3.5% | +10.7% | -7.2% | +0.2% |
| 30D | +9.7% | +33.3% | -23.6% | +0.3% |
| 3M | +4.8% | +14.7% | -9.9% | +0.1% |
| 6M | +16.1% | +48.5% | -32.4% | +1.6% |
| YTD | +34.7% | +63.9% | -29.2% | +13.1% |
| 1Y | +31.9% | +80.4% | -48.5% | +6.9% |
| 3Y | +209.9% | +58.1% | +151.7% | +144.6% |
| 5Y | +226.5% | -24.5% | +251.0% | +241.6% |
| 10Y | +455.3% | +29.5% | +425.8% | +371.7% |
| All | +455.3% | +32.9% | +422.4% | +371.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling