+120.9%
MPC vs SWK
+37.3%
+83.6%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.4% |
| 7D | +5.4% | -0.4% | +5.9% | +5.4% |
| 30D | +31.0% | -5.7% | +36.7% | +30.4% |
| 3M | +46.0% | +24.1% | +22.0% | +48.2% |
| 6M | +77.3% | +24.7% | +52.6% | +82.1% |
| YTD | +141.9% | +33.9% | +108.0% | +148.3% |
| 1Y | +120.9% | +34.7% | +86.2% | +126.3% |
| All | +120.9% | +37.3% | +83.6% | +126.3% |
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