+35,118.3%
MCHP vs SWKS
+9,669.9%
+25,448.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.1% |
| 7D | -19.2% | -2.7% | -16.4% | -18.4% |
| 30D | -18.6% | +8.5% | -27.1% | -20.6% |
| 3M | -26.9% | +17.3% | -44.2% | -31.2% |
| 6M | -37.2% | +25.1% | -62.4% | -42.1% |
| YTD | -1.8% | +33.3% | -35.2% | -12.1% |
| 1Y | +12.1% | +22.9% | -10.8% | +3.2% |
| 3Y | -10.0% | +5.5% | -15.5% | -12.5% |
| 5Y | -17.3% | -41.9% | +24.6% | -2.3% |
| 10Y | +131.0% | +32.4% | +98.6% | +123.1% |
| All | +35,118.3% | +9,669.9% | +25,448.4% | +9,892.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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