+5,059.0%
NI vs SWK
+1,275.2%
+3,783.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.8% |
| 7D | +2.0% | -0.4% | +2.5% | +2.1% |
| 30D | -3.5% | -5.7% | +2.2% | -2.4% |
| 3M | -9.1% | +24.1% | -33.2% | -13.6% |
| 6M | -11.8% | +24.7% | -36.5% | -16.6% |
| YTD | +1.1% | +33.9% | -32.9% | -6.1% |
| 1Y | +6.7% | +34.7% | -28.0% | -1.4% |
| 3Y | +71.1% | +15.3% | +55.8% | +58.5% |
| 5Y | +94.3% | -39.3% | +133.6% | +102.1% |
| 10Y | +135.8% | +2.5% | +133.3% | +106.7% |
| All | +5,059.0% | +1,275.2% | +3,783.8% | +2,702.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling