+19,401.7%
WELL vs SWK
+1,542.3%
+17,859.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.3% |
| 7D | +5.3% | +11.3% | -6.0% | +1.9% |
| 30D | +8.7% | +28.1% | -19.4% | +1.1% |
| 3M | +3.8% | +12.6% | -8.8% | -0.1% |
| 6M | +15.4% | +51.7% | -36.4% | +1.3% |
| YTD | +33.7% | +60.0% | -26.3% | +14.5% |
| 1Y | +33.6% | +72.7% | -39.0% | +11.6% |
| 3Y | +194.2% | +46.3% | +147.9% | +144.6% |
| 5Y | +227.0% | -24.6% | +251.6% | +222.8% |
| 10Y | +430.7% | +32.2% | +398.5% | +328.6% |
| All | +19,401.7% | +1,542.3% | +17,859.4% | +9,217.9% |
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