+613,227.4%
NVDA vs SWK
+653.3%
+612,574.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.3% |
| 7D | +5.9% | -0.4% | +6.3% | +6.1% |
| 30D | +5.1% | -5.7% | +10.8% | +8.5% |
| 3M | +5.4% | +24.1% | -18.7% | -7.5% |
| 6M | +26.0% | +24.7% | +1.3% | +9.1% |
| YTD | +23.7% | +33.9% | -10.3% | +1.7% |
| 1Y | +34.4% | +34.7% | -0.3% | +8.2% |
| 3Y | +375.8% | +15.3% | +360.5% | +282.6% |
| 5Y | +911.8% | -39.3% | +951.0% | +1,052.1% |
| 10Y | +14,899.8% | +2.5% | +14,897.3% | +11,226.3% |
| All | +613,227.4% | +653.3% | +612,574.1% | +154,379.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling