-10.8%
MDLN vs SWK
+38.7%
-49.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | +3.7% | -0.4% | +4.2% | +3.8% |
| 30D | -0.2% | -5.7% | +5.5% | +1.3% |
| 3M | +6.2% | +24.1% | -17.9% | +1.6% |
| 6M | -14.7% | +24.7% | -39.4% | -18.8% |
| YTD | -12.9% | +33.9% | -46.8% | -13.0% |
| All | -10.8% | +38.7% | -49.4% | -10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling