+72.7%
SWK vs STLA
-64.2%
+136.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.1% | +3.8% | -0.9% |
| 7D | -2.0% | -13.1% | +11.1% | +1.0% |
| 30D | +24.6% | -13.3% | +37.9% | +28.4% |
| 3M | +10.8% | -27.9% | +38.6% | +18.2% |
| 6M | +46.1% | -47.8% | +93.9% | +66.5% |
| YTD | +56.8% | -64.6% | +121.4% | +88.7% |
| 1Y | +72.7% | -64.0% | +136.7% | +104.4% |
| All | +72.7% | -64.2% | +136.9% | +104.4% |
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