+22.0%
NXPI vs SWK
-25.5%
+47.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +1.9% | +1.8% |
| 7D | -4.4% | +11.0% | -15.4% | -10.0% |
| 30D | +5.6% | +30.1% | -24.5% | -8.7% |
| 3M | +7.6% | +14.7% | -7.1% | -0.6% |
| 6M | -17.6% | +44.5% | -62.1% | -33.1% |
| YTD | +15.9% | +59.4% | -43.5% | -12.1% |
| 1Y | +22.4% | +77.5% | -55.1% | -12.8% |
| 3Y | +43.2% | +49.5% | -6.2% | +6.8% |
| All | +22.0% | -25.5% | +47.5% | +21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling