+269.3%
MXL vs SWK
+79.5%
+189.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +2.8% | +10.9% | +12.7% |
| 7D | -8.8% | +10.7% | -19.5% | -11.8% |
| 30D | -41.9% | +33.3% | -75.2% | -49.3% |
| 3M | -25.4% | +14.7% | -40.1% | -29.3% |
| 6M | -44.0% | +48.5% | -92.5% | -54.4% |
| YTD | +220.8% | +63.9% | +156.9% | +129.7% |
| All | +269.3% | +79.5% | +189.8% | +142.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling