+1,967.8%
STX vs SWKS
+31.8%
+1,935.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.7% | -0.8% |
| 7D | -17.3% | -3.1% | -14.1% | -16.0% |
| 30D | -35.9% | +8.3% | -44.3% | -37.8% |
| 3M | -37.3% | +20.2% | -57.6% | -43.2% |
| 6M | -35.8% | +24.9% | -60.7% | -43.4% |
| YTD | +82.7% | +33.2% | +49.6% | +53.5% |
| 1Y | +71.6% | +23.6% | +48.1% | +49.0% |
| 3Y | +635.3% | +1.3% | +634.0% | +548.5% |
| 5Y | +483.8% | -40.6% | +524.4% | +541.5% |
| 10Y | +1,967.8% | +35.3% | +1,932.5% | +1,366.0% |
| All | +1,967.8% | +31.8% | +1,935.9% | +1,366.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling