+18.3%
NBIS vs SWK
+71.2%
-52.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.4% | +7.9% | +7.6% |
| 7D | -16.0% | +11.0% | -27.0% | -17.2% |
| 30D | -45.4% | +30.1% | -75.5% | -48.3% |
| 3M | -31.8% | +14.7% | -46.5% | -33.5% |
| 6M | -33.6% | +44.5% | -78.1% | -37.7% |
| YTD | +54.7% | +59.4% | -4.7% | +36.3% |
| 1Y | +18.3% | +77.5% | -59.2% | +5.7% |
| All | +18.3% | +71.2% | -52.8% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling