+5,052.6%
WPM vs SWK
+335.6%
+4,717.0%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.5% |
| 7D | +7.5% | +11.3% | -3.8% | +4.3% |
| 30D | -3.8% | +28.1% | -31.9% | -10.4% |
| 3M | +8.0% | +12.6% | -4.6% | +4.4% |
| 6M | +6.1% | +51.7% | -45.6% | -5.8% |
| YTD | +13.2% | +60.0% | -46.8% | -1.5% |
| 1Y | +37.9% | +72.7% | -34.8% | +17.3% |
| 3Y | +201.7% | +46.3% | +155.4% | +156.3% |
| 5Y | +240.0% | -24.6% | +264.7% | +241.0% |
| 10Y | +531.0% | +32.2% | +498.8% | +336.3% |
| All | +5,052.6% | +335.6% | +4,717.0% | +1,558.5% |
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