+77.5%
SWK vs NIO
-54.3%
+131.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.9% | -6.3% | -0.8% |
| 7D | +11.0% | +5.6% | +5.4% | +10.6% |
| 30D | +30.1% | -4.2% | +34.3% | +30.2% |
| 3M | +14.7% | -26.3% | +41.0% | +16.0% |
| 6M | +44.5% | -42.5% | +87.0% | +47.9% |
| YTD | +59.4% | -33.5% | +92.9% | +60.6% |
| 1Y | +77.5% | -52.7% | +130.2% | +83.1% |
| All | +77.5% | -54.3% | +131.8% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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