+142.3%
WMB vs SWKS
-25.5%
+167.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.2% |
| 7D | +0.6% | +12.5% | -11.9% | -0.5% |
| 30D | +3.3% | +10.5% | -7.2% | +2.3% |
| 3M | +3.1% | -7.4% | +10.5% | +3.8% |
| 6M | -0.7% | +32.7% | -33.4% | -3.7% |
| YTD | +25.2% | +19.2% | +6.0% | +22.4% |
| 1Y | +32.9% | +2.4% | +30.5% | +31.8% |
| All | +142.3% | -25.5% | +167.8% | +134.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling