+178.1%
NI vs SWK
+32.9%
+145.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.8% | +1.5% |
| 7D | +0.4% | +10.7% | -10.2% | -1.7% |
| 30D | +11.3% | +33.3% | -22.0% | +5.0% |
| 3M | +6.5% | +14.7% | -8.2% | +3.4% |
| 6M | -2.3% | +48.5% | -50.8% | -10.2% |
| YTD | +10.8% | +63.9% | -53.1% | -0.9% |
| 1Y | +6.2% | +80.4% | -74.2% | -7.0% |
| 3Y | +98.7% | +58.1% | +40.5% | +73.0% |
| 5Y | +111.3% | -24.5% | +135.8% | +115.8% |
| 10Y | +178.1% | +29.5% | +148.6% | +138.5% |
| All | +178.1% | +32.9% | +145.2% | +138.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling