+2,781.3%
MSCI vs SWK
+265.6%
+2,515.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | -0.1% | -1.5% |
| 7D | +6.0% | +11.3% | -5.2% | +0.7% |
| 30D | +18.2% | +28.1% | -9.9% | +5.3% |
| 3M | +15.1% | +12.6% | +2.5% | +8.4% |
| 6M | +13.7% | +51.7% | -38.0% | -8.1% |
| YTD | +15.6% | +60.0% | -44.4% | -10.8% |
| 1Y | +16.3% | +72.7% | -56.3% | -14.0% |
| 3Y | +36.9% | +46.3% | -9.4% | +1.8% |
| 5Y | +6.3% | -24.6% | +30.9% | +6.9% |
| 10Y | +823.0% | +32.2% | +790.7% | +486.2% |
| All | +2,781.3% | +265.6% | +2,515.7% | +729.8% |
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