+42,373.9%
MCHP vs SWK
+1,006.8%
+41,367.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.6% | +1.0% |
| 7D | +1.7% | -0.4% | +2.2% | +1.9% |
| 30D | -4.1% | -5.7% | +1.6% | -1.0% |
| 3M | -22.5% | +24.1% | -46.6% | -30.6% |
| 6M | +7.3% | +24.7% | -17.4% | -4.6% |
| YTD | +18.4% | +33.9% | -15.6% | +1.0% |
| 1Y | +18.1% | +34.7% | -16.5% | +0.2% |
| 3Y | -2.8% | +15.3% | -18.1% | -11.7% |
| 5Y | +5.5% | -39.3% | +44.8% | +26.4% |
| 10Y | +185.8% | +2.5% | +183.3% | +161.9% |
| All | +42,373.9% | +1,006.8% | +41,367.1% | +13,642.7% |
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