+82.3%
MET vs SWK
-25.4%
+107.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.6% | -0.5% | -2.3% |
| 7D | -0.5% | +11.3% | -11.7% | -3.9% |
| 30D | +3.3% | +28.1% | -24.8% | -4.5% |
| 3M | +4.2% | +12.6% | -8.4% | +0.1% |
| 6M | +27.3% | +51.7% | -24.4% | +10.4% |
| YTD | +29.8% | +60.0% | -30.2% | +9.8% |
| 1Y | +30.2% | +72.7% | -42.4% | +7.2% |
| 3Y | +77.6% | +46.3% | +31.3% | +48.3% |
| 5Y | +82.3% | -24.6% | +106.9% | +86.5% |
| All | +82.3% | -25.4% | +107.7% | +86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling