+1,184.4%
STX vs SWK
+15.2%
+1,169.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.5% | +6.0% |
| 7D | +2.4% | -0.4% | +2.8% | +2.5% |
| 30D | +1.4% | -5.7% | +7.1% | +3.3% |
| 3M | -8.2% | +24.1% | -32.3% | -15.5% |
| 6M | +127.0% | +24.7% | +102.3% | +107.3% |
| YTD | +209.1% | +33.9% | +175.2% | +172.7% |
| 1Y | +365.4% | +34.7% | +330.7% | +307.7% |
| All | +1,184.4% | +15.2% | +1,169.2% | +1,023.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling