+23.0%
MMM vs SWK
+87.6%
-64.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +13.1% | -3.6% | +4.1% |
| 7D | +12.2% | +17.9% | -5.7% | +5.1% |
| 30D | +18.8% | +31.9% | -13.1% | +6.8% |
| 3M | +7.4% | +16.6% | -9.2% | +0.7% |
| 6M | +38.3% | +61.1% | -22.8% | +15.0% |
| YTD | +22.9% | +64.2% | -41.4% | +1.9% |
| 1Y | +23.0% | +85.2% | -62.2% | -1.5% |
| All | +23.0% | +87.6% | -64.6% | -1.5% |
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 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