+123.8%
STX vs SWKS
+14.2%
+109.6%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -2.9% | -5.2% | -7.6% |
| 7D | -20.2% | -4.9% | -15.2% | -19.3% |
| 30D | -37.2% | -1.2% | -36.0% | -36.9% |
| 3M | -34.1% | +24.2% | -58.2% | -37.9% |
| 6M | -24.5% | +21.5% | -45.9% | -28.3% |
| YTD | +102.9% | +33.5% | +69.5% | +97.1% |
| 1Y | +123.8% | +18.9% | +104.9% | +132.7% |
| All | +123.8% | +14.2% | +109.6% | +132.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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