+108.0%
SWKS vs MET
+1,317.8%
-1,209.8%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.8% |
| 7D | -6.2% | -1.2% | -5.0% | -5.7% |
| 30D | -1.5% | +3.2% | -4.7% | -3.1% |
| 3M | +23.0% | -1.1% | +24.1% | +23.1% |
| 6M | +27.6% | +25.0% | +2.6% | +14.7% |
| YTD | +32.3% | +27.9% | +4.4% | +17.8% |
| 1Y | +20.1% | +32.9% | -12.8% | +5.2% |
| 3Y | +0.6% | +78.8% | -78.1% | -22.1% |
| 5Y | -42.3% | +79.6% | -121.9% | -55.6% |
| 10Y | +35.9% | +228.1% | -192.1% | -22.3% |
| All | +108.0% | +1,317.8% | -1,209.8% | -30.6% |
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