+37.6%
SWKS vs MDLN
+20.5%
+17.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +3.1% | +2.9% | +6.0% |
| 7D | +5.7% | +4.5% | +1.2% | +5.7% |
| 30D | +17.3% | +17.9% | -0.6% | +17.9% |
| 3M | +28.3% | +20.3% | +7.9% | +29.0% |
| 6M | +26.1% | +7.4% | +18.6% | +28.9% |
| YTD | +41.1% | +0.4% | +40.7% | +51.1% |
| All | +37.6% | +20.5% | +17.2% | +47.9% |
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