+5,376.0%
WMB vs SWKS
+8,307.4%
-2,931.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.3% |
| 7D | +0.6% | +12.5% | -11.9% | -1.0% |
| 30D | +3.3% | +10.5% | -7.2% | +1.8% |
| 3M | +3.1% | -7.4% | +10.5% | +3.7% |
| 6M | -0.7% | +32.7% | -33.4% | -5.2% |
| YTD | +25.2% | +19.2% | +6.0% | +20.9% |
| 1Y | +32.9% | +2.4% | +30.5% | +30.6% |
| 3Y | +140.6% | -25.6% | +166.2% | +141.0% |
| 5Y | +273.5% | -53.4% | +326.9% | +292.0% |
| 10Y | +334.2% | +23.2% | +311.0% | +293.0% |
| All | +5,376.0% | +8,307.4% | -2,931.4% | +2,993.0% |
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