+123.8%
STX vs SWK
+87.6%
+36.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +13.1% | -21.2% | -9.5% |
| 7D | -20.2% | +17.9% | -38.1% | -22.1% |
| 30D | -37.2% | +31.9% | -69.2% | -40.4% |
| 3M | -34.1% | +16.6% | -50.6% | -35.5% |
| 6M | -24.5% | +61.1% | -85.6% | -33.8% |
| YTD | +102.9% | +64.2% | +38.7% | +64.4% |
| 1Y | +123.8% | +85.2% | +38.6% | +69.9% |
| All | +123.8% | +87.6% | +36.2% | +69.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling