+78.7%
SWK vs STLA
-59.1%
+137.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.6% | +2.2% | -0.6% |
| 7D | +11.3% | -4.9% | +16.2% | +12.6% |
| 30D | +31.5% | -4.9% | +36.4% | +32.8% |
| 3M | +14.4% | -23.7% | +38.1% | +20.5% |
| 6M | +46.4% | -45.0% | +91.4% | +64.5% |
| YTD | +61.6% | -60.9% | +122.5% | +89.1% |
| 1Y | +78.7% | -58.9% | +137.6% | +103.0% |
| All | +78.7% | -59.1% | +137.9% | +103.0% |
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