+51.9%
SWK vs MKTX
-22.1%
+74.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.4% | +0.2% | -1.6% | -1.4% |
| 30D | +25.5% | +0.9% | +24.5% | +25.4% |
| 3M | +11.8% | +2.6% | +9.2% | +11.7% |
| 6M | +48.7% | +20.4% | +28.3% | +47.5% |
| YTD | +57.2% | -7.1% | +64.2% | +58.3% |
| 1Y | +75.3% | -2.8% | +78.0% | +75.9% |
| 3Y | +51.9% | -21.7% | +73.7% | +63.1% |
| All | +51.9% | -22.1% | +74.1% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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