+88.7%
AMZN vs SWKS
+4.2%
+84.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +8.0% | -3.1% | +11.2% | +8.6% |
| 30D | +3.2% | +8.3% | -5.1% | +1.7% |
| 3M | -2.6% | +20.2% | -22.8% | -6.6% |
| 6M | -0.7% | +24.9% | -25.6% | -6.6% |
| YTD | +17.4% | +33.2% | -15.8% | +7.6% |
| 1Y | +9.0% | +23.6% | -14.5% | +1.9% |
| 3Y | +88.7% | +1.3% | +87.4% | +66.2% |
| All | +88.7% | +4.2% | +84.4% | +66.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling