+1,501.0%
SWK vs MKC
+3,277.5%
-1,776.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.3% |
| 7D | +11.3% | +7.0% | +4.3% | +9.1% |
| 30D | +28.1% | +11.4% | +16.7% | +23.9% |
| 3M | +12.6% | -3.7% | +16.3% | +13.8% |
| 6M | +51.7% | +5.3% | +46.4% | +48.4% |
| YTD | +60.0% | -24.4% | +84.3% | +72.6% |
| 1Y | +72.7% | -19.7% | +92.3% | +82.5% |
| 3Y | +46.3% | -16.3% | +62.6% | +51.9% |
| 5Y | -24.6% | -30.5% | +5.9% | -17.9% |
| 10Y | +32.2% | +31.3% | +0.9% | +18.6% |
| All | +1,501.0% | +3,277.5% | -1,776.5% | +630.6% |
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