+2.9%
SWKS vs MDY
+15.1%
-12.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.7% |
| 7D | +11.8% | +1.0% | +10.8% | +10.3% |
| 30D | +6.7% | -3.1% | +9.9% | +11.2% |
| 3M | 0.0% | +1.8% | -1.8% | -1.5% |
| 6M | +38.7% | +10.8% | +27.9% | +25.1% |
| YTD | +21.4% | +14.4% | +6.9% | +4.2% |
| 1Y | +2.9% | +15.2% | -12.3% | -13.5% |
| All | +2.9% | +15.1% | -12.2% | -13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling