+23.7%
WMB vs SWKS
+14.2%
+9.6%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.9% | -3.5% | -6.2% |
| 7D | -8.6% | -4.9% | -3.7% | -8.4% |
| 30D | -4.2% | -1.2% | -3.0% | -4.0% |
| 3M | -4.4% | +24.2% | -28.6% | -5.2% |
| 6M | -8.7% | +21.5% | -30.2% | -8.9% |
| YTD | +15.4% | +33.5% | -18.1% | +14.8% |
| 1Y | +23.7% | +18.9% | +4.8% | +24.1% |
| All | +23.7% | +14.2% | +9.6% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling