+10.3%
MGY vs SWK
+74.4%
-64.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +4.5% | -1.4% | +5.9% | +4.2% |
| 30D | -0.4% | +25.5% | -25.9% | +4.1% |
| 3M | -4.3% | +11.8% | -16.1% | -1.8% |
| 6M | -12.9% | +48.7% | -61.5% | -7.0% |
| YTD | +15.2% | +57.2% | -42.0% | +22.2% |
| 1Y | +10.3% | +75.3% | -64.9% | +14.8% |
| All | +10.3% | +74.4% | -64.0% | +14.8% |
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