+17.5%
SWK vs NIO
-64.6%
+82.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.4% | +1.1% |
| 7D | -0.4% | -13.0% | +12.6% | +1.4% |
| 30D | -5.7% | -18.3% | +12.6% | -3.2% |
| 3M | +24.1% | -33.2% | +57.3% | +30.6% |
| 6M | +24.7% | -21.5% | +46.2% | +27.0% |
| YTD | +33.9% | -25.5% | +59.4% | +37.1% |
| 1Y | +34.7% | -38.0% | +72.7% | +40.7% |
| All | +17.5% | -64.6% | +82.1% | +21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling