+1,123.6%
NRG vs SWK
-0.7%
+1,124.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.3% | -1.3% | -2.8% |
| 7D | +3.9% | -4.6% | +8.4% | +5.6% |
| 30D | -3.0% | -9.9% | +6.9% | +0.8% |
| 3M | -10.9% | +15.4% | -26.3% | -15.9% |
| 6M | -25.3% | +25.0% | -50.2% | -31.8% |
| YTD | -26.8% | +27.2% | -54.1% | -33.8% |
| 1Y | -23.3% | +24.6% | -47.9% | -30.5% |
| 3Y | +208.6% | +13.7% | +195.0% | +176.0% |
| 5Y | +194.1% | -41.5% | +235.7% | +223.1% |
| 10Y | +1,123.6% | +0.7% | +1,122.9% | +902.9% |
| All | +1,123.6% | -0.7% | +1,124.3% | +902.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling