+5,476.5%
NI vs SWK
+1,542.3%
+3,934.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -1.3% |
| 7D | 0.0% | +11.3% | -11.3% | -2.4% |
| 30D | +10.0% | +28.1% | -18.1% | +4.2% |
| 3M | +4.3% | +12.6% | -8.3% | +1.3% |
| 6M | -6.5% | +51.7% | -58.2% | -15.1% |
| YTD | +9.3% | +60.0% | -50.7% | -2.5% |
| 1Y | +6.4% | +72.7% | -66.2% | -6.7% |
| 3Y | +89.1% | +46.3% | +42.8% | +66.2% |
| 5Y | +106.1% | -24.6% | +130.7% | +104.4% |
| 10Y | +178.5% | +32.2% | +146.3% | +130.7% |
| All | +5,476.5% | +1,542.3% | +3,934.2% | +2,810.2% |
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