+104.9%
MMM vs SWKS
-25.5%
+130.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.6% |
| 7D | -3.3% | +12.5% | -15.8% | -5.7% |
| 30D | -7.0% | +10.5% | -17.5% | -9.0% |
| 3M | +10.8% | -7.4% | +18.2% | +11.8% |
| 6M | +5.8% | +32.7% | -26.9% | -2.7% |
| YTD | +6.8% | +19.2% | -12.4% | +0.5% |
| 1Y | +10.4% | +2.4% | +8.0% | +7.2% |
| All | +104.9% | -25.5% | +130.3% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 3y: compounded portfolio wealth divided by compounded SWKS 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…
3y analysis · Full analysis span regression · 6 months rolling