+643.8%
AMZN vs SWK
+17.8%
+626.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.2% |
| 7D | +2.8% | -2.0% | +4.7% | +3.4% |
| 30D | +3.4% | +24.6% | -21.2% | -3.5% |
| 3M | +0.1% | +10.8% | -10.7% | -3.4% |
| 6M | +0.6% | +46.1% | -45.5% | -11.4% |
| YTD | +15.9% | +56.8% | -41.0% | -1.3% |
| 1Y | +9.5% | +72.7% | -63.2% | -9.6% |
| 3Y | +86.3% | +49.9% | +36.4% | +54.0% |
| 5Y | +51.7% | -30.9% | +82.6% | +51.7% |
| All | +643.8% | +17.8% | +626.0% | +485.2% |
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