+50.0%
NXPI vs SWK
+53.9%
-3.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.8% | +0.4% | +1.8% |
| 7D | -0.3% | +10.7% | -11.0% | -6.0% |
| 30D | +12.7% | +33.3% | -20.6% | -4.0% |
| 3M | +7.5% | +14.7% | -7.2% | -0.8% |
| 6M | -12.3% | +48.5% | -60.8% | -30.2% |
| YTD | +19.7% | +63.9% | -44.2% | -11.4% |
| 1Y | +27.6% | +80.4% | -52.8% | -11.0% |
| 3Y | +50.0% | +58.1% | -8.2% | +4.9% |
| All | +50.0% | +53.9% | -3.9% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling