-8.2%
NVO vs SWK
+87.6%
-95.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +13.1% | -8.2% | +1.9% |
| 7D | +10.2% | +17.9% | -7.7% | +6.0% |
| 30D | +12.4% | +31.9% | -19.6% | +5.6% |
| 3M | -3.5% | +16.6% | -20.1% | -7.1% |
| 6M | -3.8% | +61.1% | -64.9% | -14.6% |
| YTD | -13.0% | +64.2% | -77.2% | -21.4% |
| 1Y | -8.2% | +85.2% | -93.4% | -20.5% |
| All | -8.2% | +87.6% | -95.8% | -20.5% |
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