-30.2%
NVD vs SWK
+87.6%
-117.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +13.1% | -6.6% | +9.1% |
| 7D | +15.0% | +17.9% | -2.9% | +19.2% |
| 30D | +39.3% | +31.9% | +7.3% | +49.8% |
| 3M | +3.1% | +16.6% | -13.4% | +6.7% |
| 6M | -19.0% | +61.1% | -80.1% | -6.5% |
| YTD | -35.5% | +64.2% | -99.7% | -23.5% |
| 1Y | -30.2% | +85.2% | -115.4% | -17.8% |
| All | -30.2% | +87.6% | -117.8% | -17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling