+808.8%
NOW vs SWK
+2.4%
+806.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.3% |
| 7D | -2.4% | -0.4% | -1.9% | -2.3% |
| 30D | +20.5% | -5.7% | +26.2% | +22.8% |
| 3M | +18.3% | +24.1% | -5.7% | +9.3% |
| 6M | +24.1% | +24.7% | -0.6% | +13.1% |
| YTD | -7.8% | +33.9% | -41.7% | -18.7% |
| 1Y | -21.4% | +34.7% | -56.1% | -31.2% |
| 3Y | +19.5% | +15.3% | +4.3% | +5.1% |
| 5Y | +4.1% | -39.3% | +43.4% | +13.3% |
| All | +808.8% | +2.4% | +806.4% | +672.1% |
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 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