+102.4%
STX vs SWKS
+33.8%
+68.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | +14.6% | +9.4% | +5.2% | +12.5% |
| 30D | -26.0% | +17.0% | -42.9% | -27.8% |
| 3M | -42.6% | +28.9% | -71.5% | -46.0% |
| 6M | -35.3% | +33.1% | -68.4% | -39.2% |
| YTD | +92.5% | +44.8% | +47.7% | +86.1% |
| 1Y | +102.4% | +36.2% | +66.2% | +101.6% |
| All | +102.4% | +33.8% | +68.6% | +101.6% |
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