+84.5%
SWK vs AMRZ
-17.5%
+101.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.5% | +0.7% |
| 7D | +11.0% | +1.2% | +9.8% | +10.6% |
| 30D | +30.1% | +15.1% | +15.0% | +21.1% |
| 3M | +14.7% | -18.1% | +32.7% | +26.7% |
| 6M | +44.5% | -23.5% | +68.0% | +65.0% |
| YTD | +59.4% | -21.6% | +81.0% | +79.0% |
| 1Y | +77.5% | -14.7% | +92.3% | +91.0% |
| All | +84.5% | -17.5% | +101.9% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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