+671.3%
MSI vs SWK
+21.9%
+649.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.7% |
| 7D | +7.7% | -2.3% | +10.0% | +8.3% |
| 30D | +19.9% | +30.4% | -10.5% | +11.8% |
| 3M | +14.9% | +12.1% | +2.8% | +11.2% |
| 6M | +37.2% | +49.1% | -11.8% | +22.7% |
| YTD | +40.8% | +60.4% | -19.7% | +22.4% |
| 1Y | +38.1% | +78.3% | -40.2% | +16.4% |
| 3Y | +77.7% | +53.3% | +24.4% | +48.4% |
| 5Y | +129.0% | -27.0% | +156.0% | +139.1% |
| 10Y | +671.3% | +20.8% | +650.4% | +517.1% |
| All | +671.3% | +21.9% | +649.4% | +517.1% |
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