+591.6%
AMZN vs SWK
+32.9%
+558.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +2.1% |
| 7D | +8.7% | +10.7% | -2.0% | +5.3% |
| 30D | +1.7% | +33.3% | -31.6% | -7.0% |
| 3M | -2.8% | +14.7% | -17.4% | -7.1% |
| 6M | -2.1% | +48.5% | -50.6% | -14.1% |
| YTD | +15.6% | +63.9% | -48.2% | -2.7% |
| 1Y | +9.2% | +80.4% | -71.2% | -11.0% |
| 3Y | +89.9% | +58.1% | +31.7% | +54.6% |
| 5Y | +49.3% | -24.5% | +73.8% | +45.5% |
| 10Y | +591.6% | +29.5% | +562.2% | +460.0% |
| All | +591.6% | +32.9% | +558.8% | +460.0% |
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