+11.8%
MGY vs SWK
+37.3%
-25.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.4% |
| 7D | +2.1% | -0.4% | +2.5% | +2.1% |
| 30D | +13.8% | -5.7% | +19.5% | +13.1% |
| 3M | -4.3% | +24.1% | -28.3% | -2.5% |
| 6M | -5.1% | +24.7% | -29.8% | -1.7% |
| YTD | +24.8% | +33.9% | -9.1% | +27.4% |
| 1Y | +11.8% | +34.7% | -22.9% | +12.4% |
| All | +11.8% | +37.3% | -25.5% | +12.4% |
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