+30.2%
SWKS vs MDLN
+15.3%
+14.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +18.4% | -21.3% | -2.7% |
| 7D | -4.9% | +24.7% | -29.6% | -4.8% |
| 30D | -1.2% | +12.7% | -13.9% | -0.7% |
| 3M | +24.2% | -4.0% | +28.2% | +26.9% |
| 6M | +21.5% | -8.7% | +30.2% | +29.1% |
| YTD | +33.5% | -3.9% | +37.4% | +43.0% |
| All | +30.2% | +15.3% | +14.9% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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