+11.6%
SWKS vs MCK
+132.6%
-121.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.7% |
| 7D | +10.9% | +0.5% | +10.4% | +10.9% |
| 30D | +17.6% | +12.0% | +5.6% | +18.7% |
| 3M | +29.2% | +22.7% | +6.5% | +31.3% |
| 6M | +37.0% | +46.9% | -10.0% | +39.7% |
| YTD | +44.9% | +31.7% | +13.2% | +48.7% |
| 1Y | +33.8% | +28.6% | +5.2% | +37.1% |
| All | +11.6% | +132.6% | -121.0% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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