+8,525.8%
MCK vs SWK
+1,287.6%
+7,238.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.6% | +2.5% |
| 7D | +8.3% | +11.3% | -3.0% | +5.6% |
| 30D | +15.3% | +31.5% | -16.2% | +8.2% |
| 3M | +23.2% | +14.4% | +8.7% | +19.2% |
| 6M | +47.4% | +46.4% | +1.0% | +34.0% |
| YTD | +32.4% | +61.6% | -29.2% | +16.6% |
| 1Y | +26.5% | +78.7% | -52.3% | +8.7% |
| 3Y | +133.8% | +54.4% | +79.4% | +98.2% |
| 5Y | +405.8% | -25.3% | +431.1% | +401.3% |
| 10Y | +692.0% | +22.4% | +669.6% | +547.4% |
| All | +8,525.8% | +1,287.6% | +7,238.2% | +4,228.9% |
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