-21.4%
NOW vs SWKS
+4.6%
-26.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.5% | -6.5% | -3.2% |
| 7D | -2.4% | +12.5% | -14.9% | -3.4% |
| 30D | +20.5% | +10.5% | +10.0% | +19.5% |
| 3M | +18.3% | -7.4% | +25.7% | +18.7% |
| 6M | +24.1% | +32.7% | -8.6% | +19.4% |
| YTD | -7.8% | +19.2% | -26.9% | -10.6% |
| 1Y | -21.4% | +2.4% | -23.8% | -20.9% |
| All | -21.4% | +4.6% | -26.0% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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