+86.2%
AMZN vs SWK
+46.5%
+39.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.4% | -1.6% |
| 7D | +6.7% | +11.3% | -4.5% | +3.9% |
| 30D | +1.5% | +28.1% | -26.6% | -4.6% |
| 3M | -4.6% | +12.6% | -17.2% | -7.5% |
| 6M | -4.9% | +51.7% | -56.6% | -15.0% |
| YTD | +12.7% | +60.0% | -47.2% | -1.8% |
| 1Y | +4.0% | +72.7% | -68.7% | -11.5% |
| All | +86.2% | +46.5% | +39.7% | +54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling