+2.5%
NVT vs SWK
+79.5%
-77.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.8% | +4.9% | +7.1% |
| 7D | -7.5% | +10.7% | -18.2% | -9.5% |
| 30D | -31.5% | +33.3% | -64.9% | -37.9% |
| 3M | -30.4% | +14.7% | -45.1% | -32.9% |
| 6M | -32.5% | +48.5% | -81.0% | -41.9% |
| YTD | +12.9% | +63.9% | -50.9% | -10.1% |
| All | +2.5% | +79.5% | -77.0% | -19.9% |
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