+622.3%
MSCI vs SWK
+2.4%
+619.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | +0.4% | -0.4% | +0.8% | +0.5% |
| 30D | +0.6% | -5.7% | +6.3% | +2.6% |
| 3M | -7.1% | +24.1% | -31.2% | -15.0% |
| 6M | +0.8% | +24.7% | -23.9% | -8.7% |
| YTD | +1.0% | +33.9% | -33.0% | -11.8% |
| 1Y | +4.3% | +34.7% | -30.4% | -9.8% |
| 3Y | +9.9% | +15.3% | -5.3% | -4.0% |
| 5Y | -6.8% | -39.3% | +32.5% | +3.7% |
| All | +622.3% | +2.4% | +619.9% | +441.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling