+3,251.6%
MMM vs SWK
+1,585.9%
+1,665.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +13.1% | -3.6% | +4.7% |
| 7D | +12.2% | +17.9% | -5.7% | +5.7% |
| 30D | +18.8% | +31.9% | -13.1% | +7.4% |
| 3M | +7.4% | +16.6% | -9.2% | +1.4% |
| 6M | +38.3% | +61.1% | -22.8% | +15.5% |
| YTD | +22.9% | +64.2% | -41.4% | +1.3% |
| 1Y | +23.0% | +85.2% | -62.2% | -3.2% |
| 3Y | +168.4% | +50.2% | +118.2% | +121.0% |
| 5Y | +53.0% | -22.8% | +75.8% | +54.8% |
| 10Y | +92.6% | +35.8% | +56.8% | +52.6% |
| All | +3,251.6% | +1,585.9% | +1,665.7% | +1,051.7% |
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