+3,812.0%
MRK vs SWK
+1,275.2%
+2,536.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.5% |
| 7D | +1.3% | -0.4% | +1.8% | +1.4% |
| 30D | +17.1% | -5.7% | +22.9% | +18.6% |
| 3M | +25.9% | +24.1% | +1.8% | +19.6% |
| 6M | +26.8% | +24.7% | +2.1% | +19.9% |
| YTD | +44.9% | +33.9% | +11.0% | +34.5% |
| 1Y | +84.8% | +34.7% | +50.2% | +70.9% |
| 3Y | +50.1% | +15.3% | +34.8% | +39.0% |
| 5Y | +127.4% | -39.3% | +166.7% | +136.2% |
| 10Y | +240.0% | +2.5% | +237.5% | +191.5% |
| All | +3,812.0% | +1,275.2% | +2,536.8% | +1,411.7% |
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