+263,909.3%
AMZN vs SWK
+443.5%
+263,465.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.5% |
| 7D | -3.0% | -0.4% | -2.5% | -2.8% |
| 30D | -5.2% | -5.7% | +0.5% | -3.0% |
| 3M | +1.9% | +24.1% | -22.2% | -7.6% |
| 6M | +19.2% | +24.7% | -5.5% | +7.1% |
| YTD | +12.0% | +33.9% | -21.9% | -3.1% |
| 1Y | +9.7% | +34.7% | -25.0% | -6.1% |
| 3Y | +87.2% | +15.3% | +71.9% | +62.8% |
| 5Y | +48.7% | -39.3% | +87.9% | +64.1% |
| 10Y | +569.3% | +2.5% | +566.9% | +416.3% |
| All | +263,909.3% | +443.5% | +263,465.8% | +68,800.0% |
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 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