+11,749.2%
AMD vs SWK
+1,585.9%
+10,163.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +13.1% | -12.1% | -5.8% |
| 7D | -15.5% | +17.9% | -33.4% | -23.1% |
| 30D | -22.6% | +31.9% | -54.6% | -33.8% |
| 3M | -5.7% | +16.6% | -22.3% | -14.3% |
| 6M | +43.1% | +61.1% | -18.0% | +10.4% |
| YTD | +128.2% | +64.2% | +64.0% | +71.4% |
| 1Y | +95.5% | +85.2% | +10.3% | +37.3% |
| 3Y | +335.4% | +50.2% | +285.2% | +222.6% |
| 5Y | +255.5% | -22.8% | +278.3% | +262.7% |
| 10Y | +7,350.9% | +35.8% | +7,315.2% | +5,058.7% |
| All | +11,749.2% | +1,585.9% | +10,163.3% | +2,526.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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