+2,192.9%
SWKS vs MDY
+2,662.7%
-469.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.3% |
| 7D | +12.5% | +0.1% | +12.4% | +12.3% |
| 30D | +10.5% | -1.5% | +12.0% | +12.9% |
| 3M | -7.4% | +0.8% | -8.2% | -7.7% |
| 6M | +32.7% | +7.4% | +25.2% | +20.6% |
| YTD | +19.2% | +15.2% | +4.0% | -1.8% |
| 1Y | +2.4% | +16.5% | -14.2% | -16.8% |
| 3Y | -25.6% | +46.8% | -72.4% | -55.3% |
| 5Y | -53.4% | +46.0% | -99.5% | -71.6% |
| 10Y | +23.2% | +172.1% | -148.9% | -69.8% |
| All | +2,192.9% | +2,662.7% | -469.8% | -64.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling