+547.5%
NBIS vs SWKS
-9.7%
+557.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.2% | +6.4% | +7.1% |
| 7D | -16.0% | -6.2% | -9.8% | -13.5% |
| 30D | -45.4% | -1.5% | -43.9% | -44.8% |
| 3M | -31.8% | +23.0% | -54.8% | -38.7% |
| 6M | -33.6% | +27.6% | -61.2% | -41.9% |
| YTD | +54.7% | +32.3% | +22.4% | +28.2% |
| 1Y | +18.3% | +20.1% | -1.8% | +3.8% |
| All | +547.5% | -9.7% | +557.1% | +500.3% |
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