+8,007.1%
SWKS vs MKC
+3,376.8%
+4,630.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.8% |
| 7D | +12.5% | -5.9% | +18.4% | +14.4% |
| 30D | +10.5% | -0.9% | +11.4% | +10.7% |
| 3M | -7.4% | +12.7% | -20.1% | -11.0% |
| 6M | +32.7% | -19.3% | +52.0% | +39.4% |
| YTD | +19.2% | -22.2% | +41.3% | +26.3% |
| 1Y | +2.4% | -23.3% | +25.7% | +8.6% |
| 3Y | -25.6% | -30.0% | +4.4% | -19.9% |
| 5Y | -53.4% | -33.8% | -19.7% | -49.8% |
| 10Y | +23.2% | +24.4% | -1.3% | +10.5% |
| All | +8,007.1% | +3,376.8% | +4,630.4% | +5,233.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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