+215.0%
NXPI vs SWK
+17.8%
+197.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | +0.5% |
| 7D | +9.4% | -2.0% | +11.3% | +10.6% |
| 30D | +18.1% | +24.6% | -6.5% | +3.0% |
| 3M | +15.0% | +10.8% | +4.2% | +7.3% |
| 6M | -8.4% | +46.1% | -54.5% | -27.9% |
| YTD | +24.8% | +56.8% | -32.1% | -7.5% |
| 1Y | +33.3% | +72.7% | -39.4% | -7.0% |
| 3Y | +51.0% | +49.9% | +1.1% | +9.5% |
| 5Y | +34.5% | -30.9% | +65.4% | +51.2% |
| All | +215.0% | +17.8% | +197.2% | +145.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling