+57.4%
MAR vs SWK
+87.6%
-30.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +13.1% | -11.1% | -1.9% |
| 7D | +7.7% | +17.9% | -10.2% | +2.2% |
| 30D | +19.4% | +31.9% | -12.6% | +9.2% |
| 3M | +23.3% | +16.6% | +6.8% | +17.3% |
| 6M | +22.8% | +61.1% | -38.3% | +2.6% |
| YTD | +37.8% | +64.2% | -26.4% | +13.1% |
| 1Y | +57.4% | +85.2% | -27.8% | +20.4% |
| All | +57.4% | +87.6% | -30.3% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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