+76.8%
NVT vs SWK
+24.6%
+52.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.8% | +7.0% | +5.2% |
| 7D | +10.4% | +0.1% | +10.2% | +10.2% |
| 30D | -1.3% | -8.9% | +7.6% | +2.1% |
| 3M | -0.6% | +20.5% | -21.1% | -8.0% |
| 6M | +53.8% | +27.1% | +26.7% | +37.6% |
| YTD | +60.2% | +30.2% | +30.0% | +41.1% |
| 1Y | +76.8% | +24.8% | +52.0% | +57.7% |
| All | +76.8% | +24.6% | +52.2% | +57.7% |
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