-12.4%
NVDA vs SWKS
+22.9%
-35.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.1% | -5.3% | -5.5% |
| 7D | -18.3% | -3.1% | -15.1% | -18.1% |
| 30D | -26.3% | +8.3% | -34.7% | -26.7% |
| 3M | -22.3% | +20.2% | -42.5% | -23.3% |
| 6M | -21.3% | +24.9% | -46.3% | -21.2% |
| YTD | -9.2% | +33.2% | -42.4% | -10.6% |
| All | -12.4% | +22.9% | -35.3% | -11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling