+6,610.0%
AXP vs SWKS
+8,307.4%
-1,697.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.6% | -1.6% |
| 7D | -2.1% | +12.5% | -14.6% | -3.8% |
| 30D | -6.5% | +10.5% | -17.0% | -7.9% |
| 3M | +4.6% | -7.4% | +12.0% | +5.3% |
| 6M | +5.4% | +32.7% | -27.2% | +0.1% |
| YTD | -11.1% | +19.2% | -30.3% | -14.4% |
| 1Y | -0.3% | +2.4% | -2.7% | -2.1% |
| 3Y | +111.6% | -25.6% | +137.2% | +114.0% |
| 5Y | +117.6% | -53.4% | +171.0% | +133.0% |
| 10Y | +474.1% | +23.2% | +451.0% | +433.2% |
| All | +6,610.0% | +8,307.4% | -1,697.4% | +3,107.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling