+105.5%
SWKS vs MET
+1,339.1%
-1,233.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -0.7% |
| 7D | -9.2% | -0.5% | -8.7% | -9.0% |
| 30D | -1.9% | +3.3% | -5.2% | -3.5% |
| 3M | +21.2% | +4.2% | +17.0% | +18.6% |
| 6M | +12.9% | +27.3% | -14.4% | +0.7% |
| YTD | +30.7% | +29.8% | +0.9% | +15.7% |
| 1Y | +14.1% | +30.2% | -16.1% | +0.8% |
| 3Y | -1.7% | +77.6% | -79.3% | -23.7% |
| 5Y | -43.0% | +82.3% | -125.3% | -56.4% |
| 10Y | +34.3% | +233.0% | -198.7% | -23.7% |
| All | +105.5% | +1,339.1% | -1,233.7% | -31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling