+85.2%
SWK vs MTCH
+27.4%
+57.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +4.4% | +8.7% | +11.7% |
| 7D | +17.9% | -4.4% | +22.3% | +19.2% |
| 30D | +31.9% | -0.3% | +32.2% | +31.6% |
| 3M | +16.6% | -2.0% | +18.6% | +16.2% |
| 6M | +61.1% | +6.4% | +54.7% | +55.8% |
| YTD | +64.2% | +27.3% | +36.9% | +47.2% |
| 1Y | +85.2% | +30.3% | +54.9% | +59.4% |
| All | +85.2% | +27.4% | +57.8% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 1y: compounded portfolio wealth divided by compounded MTCH 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…
1y analysis · Full analysis span regression · 6 months rolling