+329.7%
AZN vs SWK
+32.9%
+296.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +1.2% |
| 7D | +1.5% | +10.7% | -9.2% | -0.1% |
| 30D | +19.0% | +33.3% | -14.4% | +14.0% |
| 3M | +17.3% | +14.7% | +2.7% | +14.8% |
| 6M | +3.6% | +48.5% | -44.9% | -2.7% |
| YTD | +4.1% | +63.9% | -59.8% | -4.0% |
| 1Y | +13.1% | +80.4% | -67.3% | +2.8% |
| 3Y | +55.8% | +58.1% | -2.3% | +41.2% |
| 5Y | +66.5% | -24.5% | +90.9% | +65.9% |
| 10Y | +329.7% | +29.5% | +300.2% | +287.4% |
| All | +329.7% | +32.9% | +296.8% | +287.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling