+501.5%
NOW vs SWKS
+31.5%
+470.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.1% | -3.9% | -5.1% |
| 7D | -6.7% | -9.2% | +2.5% | -3.0% |
| 30D | -25.8% | -1.9% | -23.9% | -25.7% |
| 3M | -12.7% | +21.2% | -33.9% | -21.9% |
| 6M | +11.2% | +12.9% | -1.6% | -0.4% |
| YTD | -33.2% | +30.7% | -63.9% | -45.3% |
| 1Y | -41.8% | +14.1% | -56.0% | -49.3% |
| 3Y | -15.7% | -1.7% | -14.0% | -28.3% |
| 5Y | -26.0% | -43.0% | +17.0% | -17.7% |
| All | +501.5% | +31.5% | +470.0% | +315.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling