+1,093.9%
MPC vs SWKS
+31.5%
+1,062.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.1% | -1.8% | -3.2% |
| 7D | -12.8% | -9.2% | -3.6% | -10.0% |
| 30D | -12.7% | -1.9% | -10.8% | -12.4% |
| 3M | +27.1% | +21.2% | +5.8% | +17.3% |
| 6M | +45.8% | +12.9% | +32.9% | +35.3% |
| YTD | +134.7% | +30.7% | +104.0% | +104.6% |
| 1Y | +106.0% | +14.1% | +91.9% | +88.1% |
| 3Y | +165.5% | -1.7% | +167.2% | +138.6% |
| 5Y | +540.9% | -43.0% | +583.9% | +588.7% |
| All | +1,093.9% | +31.5% | +1,062.4% | +768.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling