+32.7%
SWKS vs MRSH
+2.4%
+30.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +5.0% | +2.9% |
| 7D | +12.5% | -3.6% | +16.1% | +10.8% |
| 30D | +10.5% | -3.0% | +13.5% | +9.1% |
| 3M | -7.4% | +15.8% | -23.2% | -1.1% |
| 6M | +32.7% | +1.6% | +31.1% | +43.6% |
| All | +32.7% | +2.4% | +30.2% | +43.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling