-38.7%
NOW vs SWK
+87.6%
-126.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +13.1% | -13.4% | +0.9% |
| 7D | -27.5% | +17.9% | -45.4% | -26.2% |
| 30D | -20.0% | +31.9% | -52.0% | -18.2% |
| 3M | -7.9% | +16.6% | -24.5% | -6.5% |
| 6M | +18.3% | +61.1% | -42.8% | +23.7% |
| YTD | -29.0% | +64.2% | -93.2% | -26.9% |
| 1Y | -38.7% | +85.2% | -123.9% | -38.5% |
| All | -38.7% | +87.6% | -126.3% | -38.5% |
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 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