+4,947.9%
WMB vs SWK
+1,585.9%
+3,362.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +13.1% | -19.5% | -11.5% |
| 7D | -8.6% | +17.9% | -26.5% | -15.2% |
| 30D | -4.2% | +31.9% | -36.1% | -15.1% |
| 3M | -4.4% | +16.6% | -21.0% | -11.3% |
| 6M | -8.7% | +61.1% | -69.8% | -26.6% |
| YTD | +15.4% | +64.2% | -48.8% | -9.5% |
| 1Y | +23.7% | +85.2% | -61.5% | -8.0% |
| 3Y | +110.4% | +50.2% | +60.2% | +57.8% |
| 5Y | +198.9% | -22.8% | +221.7% | +183.4% |
| 10Y | +294.7% | +35.8% | +259.0% | +170.0% |
| All | +4,947.9% | +1,585.9% | +3,362.0% | +1,178.8% |
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