+3,857.3%
MRSH vs SWK
+1,559.0%
+2,298.3%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.7% |
| 7D | +1.6% | +11.3% | -9.7% | -1.7% |
| 30D | +17.7% | +31.5% | -13.7% | +8.4% |
| 3M | +9.1% | +14.4% | -5.3% | +4.5% |
| 6M | +28.2% | +46.4% | -18.2% | +13.3% |
| YTD | +14.0% | +61.6% | -47.6% | -3.5% |
| 1Y | +18.7% | +78.7% | -60.0% | -2.7% |
| 3Y | +8.7% | +54.4% | -45.6% | -11.7% |
| 5Y | +35.8% | -25.3% | +61.1% | +34.3% |
| 10Y | +261.6% | +22.4% | +239.2% | +182.6% |
| All | +3,857.3% | +1,559.0% | +2,298.3% | +1,213.4% |
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