+3,874.2%
MSI vs SWK
+1,275.2%
+2,599.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.2% |
| 7D | -3.7% | -0.4% | -3.2% | -3.6% |
| 30D | +6.8% | -5.7% | +12.5% | +8.9% |
| 3M | +14.3% | +24.1% | -9.8% | +4.9% |
| 6M | -1.6% | +24.7% | -26.3% | -10.6% |
| YTD | +22.8% | +33.9% | -11.1% | +8.1% |
| 1Y | -1.1% | +34.7% | -35.8% | -13.8% |
| 3Y | +70.5% | +15.3% | +55.2% | +47.5% |
| 5Y | +102.8% | -39.3% | +142.1% | +116.1% |
| 10Y | +597.4% | +2.5% | +594.9% | +448.8% |
| All | +3,874.2% | +1,275.2% | +2,599.0% | +965.0% |
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