+1,240.6%
SWK vs MKC
+3,376.8%
-2,136.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.2% |
| 7D | -0.4% | -5.9% | +5.4% | +1.5% |
| 30D | -5.7% | -0.9% | -4.8% | -5.6% |
| 3M | +24.1% | +12.7% | +11.3% | +18.8% |
| 6M | +24.7% | -19.3% | +44.0% | +32.2% |
| YTD | +33.9% | -22.2% | +56.1% | +43.2% |
| 1Y | +34.7% | -23.3% | +58.0% | +44.4% |
| 3Y | +15.3% | -30.0% | +45.3% | +26.4% |
| 5Y | -39.3% | -33.8% | -5.5% | -32.8% |
| 10Y | +2.5% | +24.4% | -22.0% | -6.8% |
| All | +1,240.6% | +3,376.8% | -2,136.2% | +506.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling