+96.6%
MPC vs SWK
+71.2%
+25.5%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.3% |
| 7D | -16.2% | +11.0% | -27.2% | -14.3% |
| 30D | -15.7% | +30.1% | -45.8% | -12.2% |
| 3M | +24.9% | +14.7% | +10.2% | +28.2% |
| 6M | +52.7% | +44.5% | +8.2% | +60.9% |
| YTD | +131.9% | +59.4% | +72.5% | +148.5% |
| 1Y | +96.6% | +77.5% | +19.1% | +111.2% |
| All | +96.6% | +71.2% | +25.5% | +111.2% |
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