+555.4%
AMZN vs SWK
+2.4%
+553.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.4% |
| 7D | -3.0% | -0.4% | -2.5% | -2.8% |
| 30D | -5.2% | -5.7% | +0.5% | -3.5% |
| 3M | +1.9% | +24.1% | -22.2% | -5.3% |
| 6M | +19.2% | +24.7% | -5.5% | +10.1% |
| YTD | +12.0% | +33.9% | -21.9% | +0.5% |
| 1Y | +9.7% | +34.7% | -25.0% | -2.3% |
| 3Y | +87.2% | +15.3% | +71.9% | +68.5% |
| 5Y | +48.7% | -39.3% | +87.9% | +55.2% |
| All | +555.4% | +2.4% | +553.0% | +455.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling