-17.1%
SWKS vs MET
+69.5%
-86.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +4.6% |
| 7D | +12.5% | +1.2% | +11.4% | +11.6% |
| 30D | +10.5% | +1.4% | +9.1% | +9.1% |
| 3M | -7.4% | +17.7% | -25.1% | -17.9% |
| 6M | +32.7% | +35.0% | -2.3% | +6.0% |
| YTD | +19.2% | +26.3% | -7.1% | -0.1% |
| 1Y | +2.4% | +22.8% | -20.4% | -12.8% |
| All | -17.1% | +69.5% | -86.6% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 3y: compounded portfolio wealth divided by compounded MET 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…
3y analysis · Full analysis span regression · 6 months rolling