+641.7%
AMZN vs SWKS
+49.3%
+592.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +2.8% | +9.4% | -6.6% | -0.3% |
| 30D | +5.0% | +17.0% | -12.0% | -0.8% |
| 3M | +0.6% | +28.9% | -28.4% | -9.6% |
| 6M | -1.3% | +33.1% | -34.4% | -14.1% |
| YTD | +15.5% | +44.8% | -29.3% | -4.5% |
| 1Y | +12.2% | +36.2% | -24.0% | -5.1% |
| 3Y | +87.0% | +11.5% | +75.5% | +57.9% |
| 5Y | +51.3% | -37.1% | +88.4% | +58.0% |
| All | +641.7% | +49.3% | +592.4% | +455.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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