+919.8%
NVDA vs SWKS
-53.5%
+973.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | -1.2% |
| 7D | +5.9% | +12.5% | -6.6% | -1.3% |
| 30D | +5.1% | +10.5% | -5.4% | -1.0% |
| 3M | +5.4% | -7.4% | +12.7% | +8.9% |
| 6M | +26.0% | +32.7% | -6.7% | -1.5% |
| YTD | +23.7% | +19.2% | +4.5% | +1.9% |
| 1Y | +34.4% | +2.4% | +32.0% | +21.8% |
| 3Y | +375.8% | -25.6% | +401.4% | +395.7% |
| All | +919.8% | -53.5% | +973.3% | +1,571.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling