+61.1%
SWK vs NIO
-44.5%
+105.7%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.4% | +9.7% | +12.9% |
| 7D | +17.9% | -0.6% | +18.5% | +17.7% |
| 30D | +31.9% | -3.5% | +35.5% | +31.7% |
| 3M | +16.6% | -30.7% | +47.2% | +14.9% |
| 6M | +61.1% | -45.6% | +106.8% | +57.0% |
| All | +61.1% | -44.5% | +105.7% | +57.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling