+177.4%
NXT vs SWK
+26.4%
+151.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.8% |
| 7D | -1.1% | -0.4% | -0.7% | -0.9% |
| 30D | -15.3% | -5.7% | -9.6% | -12.9% |
| 3M | -43.8% | +24.1% | -67.9% | -49.1% |
| 6M | -18.7% | +24.7% | -43.4% | -26.7% |
| YTD | -3.0% | +33.9% | -36.9% | -15.8% |
| 1Y | +22.7% | +34.7% | -12.0% | +5.5% |
| 3Y | +95.9% | +15.3% | +80.6% | +74.0% |
| All | +177.4% | +26.4% | +151.0% | +133.6% |
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 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