+6.4%
NI vs SWK
+77.0%
-70.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.6% |
| 7D | +1.5% | +11.3% | -9.8% | +0.5% |
| 30D | +11.9% | +31.5% | -19.6% | +9.3% |
| 3M | +9.1% | +14.4% | -5.3% | +7.7% |
| 6M | -1.8% | +46.4% | -48.2% | -5.1% |
| YTD | +11.4% | +61.6% | -50.2% | +6.7% |
| 1Y | +6.4% | +78.7% | -72.4% | +1.1% |
| All | +6.4% | +77.0% | -70.6% | +1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling