+85.2%
SWK vs MDY
+17.5%
+67.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.6% | +12.5% | +12.0% |
| 7D | +17.9% | +1.7% | +16.2% | +14.6% |
| 30D | +31.9% | +1.2% | +30.8% | +29.2% |
| 3M | +16.6% | -3.5% | +20.0% | +24.4% |
| 6M | +61.1% | +3.5% | +57.6% | +53.0% |
| YTD | +64.2% | +13.6% | +50.6% | +33.9% |
| 1Y | +85.2% | +17.1% | +68.2% | +43.8% |
| All | +85.2% | +17.5% | +67.7% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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