+54.4%
SWK vs MDY
+58.3%
-3.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -0.9% |
| 7D | +11.3% | 0.0% | +11.3% | +11.2% |
| 30D | +31.5% | +1.0% | +30.5% | +29.4% |
| 3M | +14.4% | -4.1% | +18.5% | +22.0% |
| 6M | +46.4% | +0.6% | +45.8% | +45.8% |
| YTD | +61.6% | +12.9% | +48.7% | +36.3% |
| 1Y | +78.7% | +14.6% | +64.1% | +47.7% |
| 3Y | +54.4% | +57.1% | -2.7% | -18.5% |
| All | +54.4% | +58.3% | -3.9% | -18.5% |
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