+248.8%
NBIS vs SWKS
+4.6%
+244.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.5% | +4.0% | +6.4% |
| 7D | +8.2% | +12.5% | -4.3% | +4.3% |
| 30D | +3.4% | +10.5% | -7.1% | +0.3% |
| 3M | -12.8% | -7.4% | -5.4% | -14.4% |
| 6M | +131.5% | +32.7% | +98.9% | +108.3% |
| YTD | +170.5% | +19.2% | +151.3% | +153.1% |
| 1Y | +248.8% | +2.4% | +246.4% | +254.0% |
| All | +248.8% | +4.6% | +244.1% | +254.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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