+16,011.1%
STX vs SWK
+427.9%
+15,583.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.5% | +5.9% |
| 7D | +2.4% | -0.4% | +2.8% | +2.6% |
| 30D | +1.4% | -5.7% | +7.1% | +4.3% |
| 3M | -8.2% | +24.1% | -32.3% | -19.1% |
| 6M | +127.0% | +24.7% | +102.3% | +98.3% |
| YTD | +209.1% | +33.9% | +175.2% | +157.6% |
| 1Y | +365.4% | +34.7% | +330.7% | +282.6% |
| 3Y | +1,135.4% | +15.3% | +1,120.1% | +940.1% |
| 5Y | +991.5% | -39.3% | +1,030.8% | +1,150.8% |
| 10Y | +3,695.8% | +2.5% | +3,693.3% | +2,762.3% |
| All | +16,011.1% | +427.9% | +15,583.2% | +4,144.8% |
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