-10.7%
NOW vs SWK
+50.4%
-61.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +13.1% | -13.4% | -2.0% |
| 7D | -27.5% | +17.9% | -45.4% | -29.3% |
| 30D | -20.0% | +31.9% | -52.0% | -23.3% |
| 3M | -7.9% | +16.6% | -24.5% | -10.0% |
| 6M | +18.3% | +61.1% | -42.8% | +9.3% |
| YTD | -29.0% | +64.2% | -93.2% | -35.2% |
| 1Y | -38.7% | +85.2% | -123.9% | -45.8% |
| All | -10.7% | +50.4% | -61.1% | -23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling