+33,769.1%
NVO vs SWK
+1,275.2%
+32,494.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.1% |
| 7D | +2.2% | -0.4% | +2.6% | +2.3% |
| 30D | +6.0% | -5.7% | +11.7% | +7.2% |
| 3M | +7.9% | +24.1% | -16.2% | +2.9% |
| 6M | +27.1% | +24.7% | +2.4% | +20.7% |
| YTD | -3.8% | +33.9% | -37.8% | -10.0% |
| 1Y | -12.8% | +34.7% | -47.5% | -18.7% |
| 3Y | -46.3% | +15.3% | -61.6% | -49.4% |
| 5Y | +3.6% | -39.3% | +42.9% | +8.1% |
| 10Y | +157.0% | +2.5% | +154.6% | +128.5% |
| All | +33,769.1% | +1,275.2% | +32,494.0% | +19,243.2% |
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