+499.2%
NOW vs SWKS
+33.1%
+466.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.9% |
| 7D | -3.0% | -6.2% | +3.2% | -0.5% |
| 30D | -26.0% | -1.5% | -24.6% | -26.1% |
| 3M | -13.1% | +23.0% | -36.1% | -22.7% |
| 6M | +14.5% | +27.6% | -13.1% | -2.8% |
| YTD | -33.4% | +32.3% | -65.8% | -45.7% |
| 1Y | -40.6% | +20.1% | -60.8% | -49.4% |
| 3Y | -16.3% | +0.6% | -17.0% | -29.7% |
| 5Y | -26.3% | -42.3% | +16.0% | -18.5% |
| All | +499.2% | +33.1% | +466.1% | +312.2% |
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