+19,401.7%
WELL vs SWKS
+9,124.1%
+10,277.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.0% | -0.9% |
| 7D | +5.3% | -9.2% | +14.4% | +6.0% |
| 30D | +8.7% | -1.9% | +10.6% | +8.8% |
| 3M | +3.8% | +21.2% | -17.4% | +2.0% |
| 6M | +15.4% | +12.9% | +2.5% | +13.4% |
| YTD | +33.7% | +30.7% | +2.9% | +29.7% |
| 1Y | +33.6% | +14.1% | +19.5% | +30.9% |
| 3Y | +194.2% | -1.7% | +195.9% | +187.4% |
| 5Y | +227.0% | -43.0% | +270.0% | +230.3% |
| 10Y | +430.7% | +34.3% | +396.4% | +401.6% |
| All | +19,401.7% | +9,124.1% | +10,277.6% | +14,098.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling