+18.4%
SWKS vs AMRZ
-17.5%
+35.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.0% | +1.4% |
| 7D | -6.2% | +1.2% | -7.3% | -6.3% |
| 30D | -1.5% | +15.1% | -16.5% | -3.2% |
| 3M | +23.0% | -18.1% | +41.0% | +24.8% |
| 6M | +27.6% | -23.5% | +51.1% | +30.3% |
| YTD | +32.3% | -21.6% | +53.9% | +32.3% |
| 1Y | +20.1% | -14.7% | +34.9% | +17.0% |
| All | +18.4% | -17.5% | +35.8% | +13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling