+17,012.0%
MO vs SWK
+1,542.3%
+15,469.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.1% |
| 7D | +1.1% | +11.3% | -10.2% | -1.0% |
| 30D | +13.2% | +28.1% | -14.9% | +8.0% |
| 3M | +15.2% | +12.6% | +2.6% | +12.4% |
| 6M | +9.9% | +51.7% | -41.8% | +0.9% |
| YTD | +41.1% | +60.0% | -18.9% | +27.4% |
| 1Y | +44.9% | +72.7% | -27.8% | +28.8% |
| 3Y | +138.2% | +46.3% | +91.9% | +111.3% |
| 5Y | +152.0% | -24.6% | +176.6% | +149.7% |
| 10Y | +139.7% | +32.2% | +107.5% | +103.9% |
| All | +17,012.0% | +1,542.3% | +15,469.7% | +6,459.4% |
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