+19,359.6%
STRL vs SWK
+1,156.3%
+18,203.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.9% | +4.9% | +5.4% |
| 7D | +3.4% | -0.4% | +3.8% | +3.6% |
| 30D | -9.2% | -5.7% | -3.5% | -7.2% |
| 3M | -51.0% | +24.1% | -75.1% | -55.0% |
| 6M | +15.8% | +24.7% | -8.9% | +7.0% |
| YTD | +58.9% | +33.9% | +24.9% | +42.6% |
| 1Y | +68.5% | +34.7% | +33.8% | +50.7% |
| 3Y | +485.2% | +15.3% | +469.9% | +435.1% |
| 5Y | +2,005.1% | -39.3% | +2,044.4% | +2,246.1% |
| 10Y | +7,118.0% | +2.5% | +7,115.5% | +6,583.0% |
| All | +19,359.6% | +1,156.3% | +18,203.3% | +11,751.9% |
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