+6.9%
NXT vs SWK
+87.6%
-80.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +13.1% | -2.0% | +3.0% |
| 7D | +30.0% | +17.9% | +12.1% | +17.6% |
| 30D | +28.6% | +31.9% | -3.3% | +8.6% |
| 3M | +8.4% | +16.6% | -8.2% | -1.4% |
| 6M | -8.7% | +61.1% | -69.9% | -30.7% |
| YTD | +22.5% | +64.2% | -41.7% | -12.4% |
| 1Y | +6.9% | +85.2% | -78.3% | -30.6% |
| All | +6.9% | +87.6% | -80.7% | -30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling