+75.3%
SWK vs STLA
-64.5%
+139.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.3% | +0.4% |
| 7D | -1.4% | -13.8% | +12.4% | +1.8% |
| 30D | +25.5% | -10.5% | +36.0% | +28.6% |
| 3M | +11.8% | -28.9% | +40.6% | +19.6% |
| 6M | +48.7% | -49.7% | +98.4% | +70.7% |
| YTD | +57.2% | -64.9% | +122.1% | +89.4% |
| 1Y | +75.3% | -64.0% | +139.3% | +106.6% |
| All | +75.3% | -64.5% | +139.7% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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