+120.9%
MPC vs SWKS
+4.6%
+116.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -0.2% |
| 7D | +5.4% | +12.5% | -7.1% | +3.8% |
| 30D | +31.0% | +10.5% | +20.5% | +29.0% |
| 3M | +46.0% | -7.4% | +53.4% | +48.1% |
| 6M | +77.3% | +32.7% | +44.6% | +68.2% |
| YTD | +141.9% | +19.2% | +122.7% | +132.5% |
| 1Y | +120.9% | +2.4% | +118.5% | +116.8% |
| All | +120.9% | +4.6% | +116.3% | +116.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling