+1,121.2%
SWK vs MTCH
+14,607.1%
-13,486.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.1% |
| 7D | -0.4% | +0.7% | -1.1% | -0.6% |
| 30D | -5.7% | +9.7% | -15.4% | -7.2% |
| 3M | +24.1% | +21.1% | +3.0% | +20.0% |
| 6M | +24.7% | +37.5% | -12.8% | +17.9% |
| YTD | +33.9% | +31.9% | +2.0% | +27.4% |
| 1Y | +34.7% | +14.6% | +20.1% | +31.2% |
| 3Y | +15.3% | -6.2% | +21.4% | +14.5% |
| 5Y | -39.3% | -70.6% | +31.3% | -30.5% |
| 10Y | +2.5% | +185.6% | -183.1% | -17.2% |
| All | +1,121.2% | +14,607.1% | -13,486.0% | +703.6% |
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