+243.5%
MXL vs SWK
+0.7%
+242.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -2.8% | +8.8% | +7.8% |
| 7D | +15.5% | +0.1% | +15.3% | +15.3% |
| 30D | -11.3% | -8.9% | -2.4% | -5.9% |
| 3M | -16.1% | +20.5% | -36.6% | -26.6% |
| 6M | +323.0% | +27.1% | +295.9% | +254.5% |
| YTD | +281.5% | +30.2% | +251.3% | +213.8% |
| 1Y | +319.3% | +24.8% | +294.5% | +254.9% |
| 3Y | +189.4% | +16.3% | +173.1% | +139.6% |
| 5Y | +26.0% | -40.1% | +66.1% | +57.2% |
| 10Y | +243.5% | +0.8% | +242.7% | +186.6% |
| All | +243.5% | +0.7% | +242.8% | +186.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling