+81.3%
SWK vs MTCH
+21.0%
+60.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.6% |
| 7D | +10.7% | -6.6% | +17.3% | +12.6% |
| 30D | +33.3% | -4.4% | +37.7% | +34.6% |
| 3M | +14.7% | +6.0% | +8.7% | +11.8% |
| 6M | +48.5% | +7.4% | +41.1% | +43.4% |
| YTD | +63.9% | +24.5% | +39.4% | +49.4% |
| All | +81.3% | +21.0% | +60.3% | +69.4% |
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