+2,071.0%
STX vs SWK
+32.9%
+2,038.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.8% | +7.0% | +8.6% |
| 7D | -14.8% | +10.7% | -25.4% | -18.8% |
| 30D | -35.4% | +33.3% | -68.7% | -43.3% |
| 3M | -37.7% | +14.7% | -52.3% | -41.9% |
| 6M | -35.2% | +48.5% | -83.7% | -46.6% |
| YTD | +84.4% | +63.9% | +20.5% | +43.9% |
| 1Y | +82.3% | +80.4% | +1.8% | +36.1% |
| 3Y | +646.2% | +58.1% | +588.1% | +460.3% |
| 5Y | +487.4% | -24.5% | +511.9% | +498.2% |
| 10Y | +2,071.0% | +29.5% | +2,041.6% | +1,341.2% |
| All | +2,071.0% | +32.9% | +2,038.1% | +1,341.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling