+1,353.1%
SWK vs MTCH
+13,681.2%
-12,328.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | +11.0% | -5.7% | +16.8% | +12.1% |
| 30D | +30.1% | -4.5% | +34.5% | +31.0% |
| 3M | +14.7% | +7.1% | +7.5% | +13.2% |
| 6M | +44.5% | +3.8% | +40.7% | +43.1% |
| YTD | +59.4% | +23.6% | +35.8% | +53.1% |
| 1Y | +77.5% | +22.2% | +55.3% | +70.9% |
| 3Y | +49.5% | +43.6% | +5.9% | +39.5% |
| 5Y | -24.9% | -74.6% | +49.7% | -12.0% |
| 10Y | +31.8% | +176.9% | -145.2% | +7.2% |
| All | +1,353.1% | +13,681.2% | -12,328.1% | +865.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling