+208.7%
NXPI vs SWK
+26.9%
+181.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.4% | +2.8% |
| 7D | -0.5% | +11.3% | -11.8% | -7.1% |
| 30D | +15.0% | +31.5% | -16.5% | -2.8% |
| 3M | +12.6% | +14.4% | -1.9% | +3.1% |
| 6M | -10.6% | +46.4% | -57.0% | -29.7% |
| YTD | +22.1% | +61.6% | -39.5% | -11.0% |
| 1Y | +29.8% | +78.7% | -49.0% | -11.3% |
| 3Y | +47.8% | +54.4% | -6.6% | +5.4% |
| 5Y | +33.9% | -25.3% | +59.2% | +43.2% |
| 10Y | +208.7% | +22.4% | +186.3% | +136.9% |
| All | +208.7% | +26.9% | +181.8% | +136.9% |
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 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