+5,928.6%
WPM vs SWK
+264.7%
+5,663.9%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -1.9% | -1.3% |
| 7D | +1.1% | -0.4% | +1.5% | +1.2% |
| 30D | +26.4% | -5.7% | +32.1% | +28.5% |
| 3M | +20.8% | +24.1% | -3.2% | +13.5% |
| 6M | +1.1% | +24.7% | -23.6% | -5.3% |
| YTD | +32.5% | +33.9% | -1.5% | +21.3% |
| 1Y | +51.5% | +34.7% | +16.8% | +37.8% |
| 3Y | +267.0% | +15.3% | +251.7% | +233.8% |
| 5Y | +250.1% | -39.3% | +289.4% | +273.7% |
| 10Y | +540.4% | +2.5% | +537.9% | +383.8% |
| All | +5,928.6% | +264.7% | +5,663.9% | +1,942.2% |
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