+218.2%
AZN vs SWK
+0.7%
+217.5%
-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% | +0.1% | -1.6% | -1.5% |
| 30D | -0.9% | -8.9% | +8.1% | +0.5% |
| 3M | -11.8% | +20.5% | -32.3% | -14.6% |
| 6M | -17.6% | +27.1% | -44.7% | -21.0% |
| YTD | -12.0% | +30.2% | -42.2% | -16.1% |
| 1Y | -0.9% | +24.8% | -25.6% | -5.0% |
| 3Y | +23.7% | +16.3% | +7.4% | +17.3% |
| 5Y | +54.5% | -40.1% | +94.6% | +59.6% |
| 10Y | +218.2% | +0.8% | +217.4% | +180.6% |
| All | +218.2% | +0.7% | +217.5% | +180.6% |
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