+227.0%
WELL vs SWKS
-44.4%
+271.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.0% | -0.8% |
| 7D | +5.3% | -9.2% | +14.4% | +6.2% |
| 30D | +8.7% | -1.9% | +10.6% | +8.8% |
| 3M | +3.8% | +21.2% | -17.4% | +1.3% |
| 6M | +15.4% | +12.9% | +2.5% | +12.6% |
| YTD | +33.7% | +30.7% | +2.9% | +27.4% |
| 1Y | +33.6% | +14.1% | +19.5% | +29.8% |
| 3Y | +194.2% | -1.7% | +195.9% | +180.3% |
| 5Y | +227.0% | -43.0% | +270.0% | +244.1% |
| All | +227.0% | -44.4% | +271.4% | +244.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling