+483,946.1%
NVDA vs SWK
+799.7%
+483,146.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.6% | -6.7% | -7.8% |
| 7D | -15.0% | +11.3% | -26.3% | -20.6% |
| 30D | -24.1% | +28.1% | -52.2% | -34.6% |
| 3M | -17.1% | +12.6% | -29.7% | -23.5% |
| 6M | -7.4% | +51.7% | -59.1% | -28.3% |
| YTD | -2.4% | +60.0% | -62.4% | -28.2% |
| 1Y | -6.7% | +72.7% | -79.4% | -34.8% |
| 3Y | +304.7% | +46.3% | +258.4% | +181.5% |
| 5Y | +513.1% | -24.6% | +537.7% | +512.5% |
| 10Y | +10,855.0% | +32.2% | +10,822.8% | +6,952.6% |
| All | +483,946.1% | +799.7% | +483,146.4% | +108,875.6% |
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