+18.9%
SWKS vs MRSH
+20.0%
-1.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.3% | -6.2% | -2.1% |
| 7D | -4.9% | +9.4% | -14.3% | -2.8% |
| 30D | -1.2% | +23.4% | -24.6% | +4.3% |
| 3M | +24.2% | +9.9% | +14.3% | +27.5% |
| 6M | +21.5% | +26.0% | -4.5% | +29.5% |
| YTD | +33.5% | +15.2% | +18.3% | +43.8% |
| 1Y | +18.9% | +18.4% | +0.5% | +27.6% |
| All | +18.9% | +20.0% | -1.1% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 1y: compounded portfolio wealth divided by compounded MRSH 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…
1y analysis · Full analysis span regression · 6 months rolling