+265,645.5%
AMZN vs SWK
+549.1%
+265,096.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.4% | -1.1% |
| 7D | +6.7% | +11.3% | -4.5% | +2.0% |
| 30D | +1.5% | +28.1% | -26.6% | -8.7% |
| 3M | -4.6% | +12.6% | -17.2% | -9.7% |
| 6M | -4.9% | +51.7% | -56.6% | -21.1% |
| YTD | +12.7% | +60.0% | -47.2% | -9.8% |
| 1Y | +4.0% | +72.7% | -68.7% | -19.6% |
| 3Y | +87.7% | +46.3% | +41.4% | +47.1% |
| 5Y | +47.9% | -24.6% | +72.5% | +48.7% |
| 10Y | +589.3% | +32.2% | +557.0% | +373.8% |
| All | +265,645.5% | +549.1% | +265,096.4% | +64,003.2% |
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 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