+1,890.5%
NXPI vs SWK
+206.6%
+1,683.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.6% | -5.2% | -6.1% |
| 7D | -8.1% | +11.3% | -19.4% | -14.9% |
| 30D | 0.0% | +28.1% | -28.1% | -15.6% |
| 3M | +6.2% | +12.6% | -6.4% | -2.7% |
| 6M | -15.7% | +51.7% | -67.4% | -37.0% |
| YTD | +14.1% | +60.0% | -45.9% | -19.3% |
| 1Y | +18.2% | +72.7% | -54.5% | -20.8% |
| 3Y | +42.0% | +46.3% | -4.3% | +0.6% |
| 5Y | +19.5% | -24.6% | +44.1% | +27.2% |
| 10Y | +182.3% | +32.2% | +150.1% | +72.9% |
| All | +1,890.5% | +206.6% | +1,683.9% | +460.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling