+32.1%
SWKS vs MDY
+171.7%
-139.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +0.5% |
| 7D | -6.2% | -1.7% | -4.5% | -4.4% |
| 30D | -1.5% | -0.9% | -0.6% | -0.6% |
| 3M | +23.0% | -5.7% | +28.7% | +31.7% |
| 6M | +27.6% | -2.9% | +30.5% | +32.9% |
| YTD | +32.3% | +9.8% | +22.5% | +18.4% |
| 1Y | +20.1% | +13.5% | +6.6% | +3.4% |
| 3Y | +0.6% | +51.9% | -51.3% | -36.9% |
| 5Y | -42.3% | +32.0% | -74.4% | -56.9% |
| All | +32.1% | +171.7% | -139.5% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling