+4,130.8%
MSI vs SWK
+1,585.9%
+2,544.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +13.1% | -11.9% | -3.5% |
| 7D | +2.8% | +17.9% | -15.1% | -3.5% |
| 30D | +9.1% | +31.9% | -22.8% | -1.6% |
| 3M | +12.5% | +16.6% | -4.0% | +5.7% |
| 6M | +14.2% | +61.1% | -46.9% | -5.4% |
| YTD | +30.7% | +64.2% | -33.5% | +6.3% |
| 1Y | +27.5% | +85.2% | -57.7% | -1.2% |
| 3Y | +71.4% | +50.2% | +21.2% | +34.2% |
| 5Y | +109.6% | -22.8% | +132.4% | +103.8% |
| 10Y | +658.5% | +35.8% | +622.7% | +434.5% |
| All | +4,130.8% | +1,585.9% | +2,544.9% | +947.7% |
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