+543.2%
NBIS vs SWK
+15.9%
+527.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -2.2% | -14.6% | -16.0% |
| 7D | +6.9% | -2.0% | +8.8% | +7.9% |
| 30D | -37.8% | +24.6% | -62.4% | -43.6% |
| 3M | -50.4% | +10.8% | -61.2% | -52.7% |
| 6M | -28.2% | +46.1% | -74.3% | -39.7% |
| YTD | +53.7% | +56.8% | -3.2% | +22.3% |
| 1Y | +36.3% | +72.7% | -36.4% | +2.9% |
| All | +543.2% | +15.9% | +527.3% | +427.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling