+33,314.4%
MCHP vs SWK
+1,217.0%
+32,097.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.4% | -9.7% | -9.8% |
| 7D | -24.6% | +11.0% | -35.6% | -29.0% |
| 30D | -25.2% | +30.1% | -55.3% | -35.2% |
| 3M | -21.1% | +14.7% | -35.7% | -27.0% |
| 6M | -42.7% | +44.5% | -87.2% | -53.0% |
| YTD | -6.9% | +59.4% | -66.2% | -28.0% |
| 1Y | +0.9% | +77.5% | -76.6% | -26.3% |
| 3Y | -16.2% | +49.5% | -65.7% | -33.7% |
| 5Y | -24.1% | -24.9% | +0.8% | -19.0% |
| 10Y | +134.1% | +31.8% | +102.3% | +88.0% |
| All | +33,314.4% | +1,217.0% | +32,097.5% | +9,696.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling