-43.6%
SWKS vs MTCH
-74.5%
+31.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -6.2% | -5.7% | -0.4% | -4.5% |
| 30D | -1.5% | -4.5% | +3.0% | -0.5% |
| 3M | +23.0% | +7.1% | +15.8% | +19.3% |
| 6M | +27.6% | +3.8% | +23.8% | +24.2% |
| YTD | +32.3% | +23.6% | +8.7% | +20.6% |
| 1Y | +20.1% | +22.2% | -2.1% | +9.9% |
| 3Y | +0.6% | +43.6% | -42.9% | -16.9% |
| All | -43.6% | -74.5% | +31.0% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 5y: compounded portfolio wealth divided by compounded MTCH 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…
5y analysis · Full analysis span regression · 6 months rolling