+199.8%
MGY vs SWK
-11.5%
+211.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.9% |
| 7D | +2.1% | -0.4% | +2.5% | +2.2% |
| 30D | +13.8% | -5.7% | +19.5% | +16.3% |
| 3M | -4.3% | +24.1% | -28.3% | -14.0% |
| 6M | -5.1% | +24.7% | -29.8% | -16.4% |
| YTD | +24.8% | +33.9% | -9.1% | +5.6% |
| 1Y | +11.8% | +34.7% | -22.9% | -6.7% |
| 3Y | +23.5% | +15.3% | +8.2% | +5.3% |
| 5Y | +87.5% | -39.3% | +126.8% | +113.6% |
| All | +199.8% | -11.5% | +211.3% | +164.2% |
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 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