+31.0%
SWKS vs MTZ
+743.1%
-712.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.8% | -2.0% | +0.6% |
| 7D | +11.8% | +3.6% | +8.3% | +10.5% |
| 30D | +6.7% | -9.6% | +16.4% | +10.1% |
| 3M | 0.0% | -31.9% | +32.0% | +11.4% |
| 6M | +38.7% | -13.8% | +52.5% | +41.5% |
| YTD | +21.4% | +13.3% | +8.1% | +11.9% |
| 1Y | +2.9% | +39.3% | -36.4% | -12.1% |
| 3Y | -16.4% | +168.3% | -184.7% | -46.2% |
| 5Y | -51.2% | +166.4% | -217.6% | -69.6% |
| 10Y | +31.0% | +739.9% | -708.9% | -45.8% |
| All | +31.0% | +743.1% | -712.1% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MTZ 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling