+3,816.7%
MRSH vs SWK
+1,536.3%
+2,280.4%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | +2.1% | +11.0% | -8.9% | -1.2% |
| 30D | +17.9% | +30.1% | -12.1% | +9.0% |
| 3M | +6.6% | +14.7% | -8.1% | +2.0% |
| 6M | +26.4% | +44.5% | -18.1% | +12.1% |
| YTD | +12.8% | +59.4% | -46.6% | -4.1% |
| 1Y | +18.5% | +77.5% | -59.0% | -2.7% |
| 3Y | +10.9% | +49.5% | -38.6% | -9.1% |
| 5Y | +37.5% | -24.9% | +62.4% | +35.7% |
| 10Y | +279.7% | +31.8% | +248.0% | +189.5% |
| All | +3,816.7% | +1,536.3% | +2,280.4% | +1,205.6% |
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