+29.5%
SWK vs MDY
+180.7%
-151.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.2% | -0.3% | -1.3% |
| 7D | +10.7% | +0.7% | +10.0% | +9.6% |
| 30D | +33.3% | +1.3% | +32.0% | +31.0% |
| 3M | +14.7% | -4.1% | +18.7% | +21.0% |
| 6M | +48.5% | +1.0% | +47.5% | +47.6% |
| YTD | +63.9% | +13.3% | +50.6% | +41.6% |
| 1Y | +80.4% | +15.7% | +64.7% | +52.1% |
| 3Y | +58.1% | +59.6% | -1.4% | -7.8% |
| 5Y | -24.5% | +36.3% | -60.8% | -46.1% |
| 10Y | +29.5% | +173.6% | -144.2% | -54.2% |
| All | +29.5% | +180.7% | -151.3% | -54.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling