+6,923.6%
MCK vs SWK
+963.5%
+5,960.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -2.9% | -7.5% | +4.6% | -1.2% |
| 30D | +0.4% | -12.5% | +12.9% | +3.5% |
| 3M | +12.1% | +8.3% | +3.8% | +9.5% |
| 6M | -5.4% | +23.4% | -28.8% | -11.0% |
| YTD | +7.8% | +23.8% | -16.1% | +1.1% |
| 1Y | +22.9% | +17.0% | +5.9% | +16.3% |
| 3Y | +110.7% | +10.7% | +100.0% | +92.9% |
| 5Y | +346.2% | -42.5% | +388.6% | +369.7% |
| 10Y | +440.1% | -2.0% | +442.1% | +364.5% |
| All | +6,923.6% | +963.5% | +5,960.2% | +3,650.5% |
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