+49.5%
SWK vs MDY
+50.6%
-1.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -1.3% |
| 7D | +11.0% | -1.7% | +12.7% | +13.8% |
| 30D | +30.1% | -0.9% | +31.0% | +31.7% |
| 3M | +14.7% | -5.7% | +20.4% | +25.6% |
| 6M | +44.5% | -2.9% | +47.4% | +52.1% |
| YTD | +59.4% | +9.8% | +49.5% | +40.4% |
| 1Y | +77.5% | +13.5% | +64.0% | +49.2% |
| 3Y | +49.5% | +51.9% | -2.5% | -16.7% |
| All | +49.5% | +50.6% | -1.1% | -16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling