+217.3%
MRSH vs SWK
-0.7%
+217.9%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.2% | -1.5% |
| 7D | -5.9% | -4.6% | -1.3% | -4.8% |
| 30D | -7.3% | -9.9% | +2.6% | -5.0% |
| 3M | +7.4% | +15.4% | -8.0% | +3.2% |
| 6M | -0.7% | +25.0% | -25.6% | -7.0% |
| YTD | -3.2% | +27.2% | -30.4% | -10.1% |
| 1Y | -10.6% | +24.6% | -35.2% | -17.0% |
| 3Y | -4.6% | +13.7% | -18.2% | -13.1% |
| 5Y | +19.3% | -41.5% | +60.8% | +31.2% |
| 10Y | +217.3% | +0.7% | +216.6% | +155.2% |
| All | +217.3% | -0.7% | +217.9% | +155.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling