+75.3%
SWK vs TXT
+1.6%
+73.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.7% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | +25.5% | +13.3% | +12.1% | +15.0% |
| 3M | +11.8% | -5.0% | +16.7% | +15.9% |
| 6M | +48.7% | -8.4% | +57.1% | +57.1% |
| YTD | +57.2% | -4.0% | +61.2% | +56.5% |
| 1Y | +75.3% | +2.8% | +72.5% | +54.9% |
| All | +75.3% | +1.6% | +73.7% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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