+18.4%
SWKS vs MDLN
-0.9%
+19.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.2% | +7.0% | +2.4% |
| 7D | +11.8% | -1.2% | +13.0% | +11.9% |
| 30D | +6.7% | -1.5% | +8.3% | +6.9% |
| 3M | 0.0% | +2.6% | -2.6% | -1.1% |
| 6M | +38.7% | -20.9% | +59.6% | +45.9% |
| YTD | +21.4% | -17.4% | +38.8% | +29.3% |
| All | +18.4% | -0.9% | +19.3% | +26.6% |
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