+1,031.9%
NBIS vs SWKS
-18.7%
+1,050.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.5% | +4.0% | +5.9% |
| 7D | +8.2% | +12.5% | -4.3% | +2.5% |
| 30D | +3.4% | +10.5% | -7.1% | -1.2% |
| 3M | -12.8% | -7.4% | -5.4% | -10.4% |
| 6M | +131.5% | +32.7% | +98.9% | +95.6% |
| YTD | +170.5% | +19.2% | +151.3% | +138.0% |
| 1Y | +248.8% | +2.4% | +246.4% | +233.5% |
| All | +1,031.9% | -18.7% | +1,050.6% | +1,014.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling