+18.3%
NOW vs SWK
+15.2%
+3.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.1% |
| 7D | -2.4% | -0.4% | -1.9% | -2.3% |
| 30D | +20.5% | -5.7% | +26.2% | +21.6% |
| 3M | +18.3% | +24.1% | -5.7% | +13.8% |
| 6M | +24.1% | +24.7% | -0.6% | +18.7% |
| YTD | -7.8% | +33.9% | -41.7% | -13.7% |
| 1Y | -21.4% | +34.7% | -56.1% | -26.8% |
| All | +18.3% | +15.2% | +3.1% | +7.4% |
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