+11,246.4%
STRL vs SWK
+1,440.1%
+9,806.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.5% | +13.1% | -34.6% | -26.2% |
| 7D | -27.1% | +17.9% | -44.9% | -32.6% |
| 30D | -45.8% | +31.9% | -77.7% | -52.1% |
| 3M | -47.6% | +16.6% | -64.2% | -51.6% |
| 6M | -46.4% | +61.1% | -107.6% | -56.0% |
| YTD | -7.4% | +64.2% | -71.6% | -24.5% |
| 1Y | -25.9% | +85.2% | -111.1% | -42.2% |
| 3Y | +273.4% | +50.2% | +223.2% | +203.3% |
| 5Y | +944.4% | -22.8% | +967.2% | +945.1% |
| 10Y | +4,023.0% | +35.8% | +3,987.2% | +3,287.7% |
| All | +11,246.4% | +1,440.1% | +9,806.3% | +6,172.7% |
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