+13.7%
SWK vs NTNX
+85.1%
-71.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.2% |
| 7D | -4.6% | +0.1% | -4.7% | -4.6% |
| 30D | -9.9% | +3.8% | -13.7% | -10.3% |
| 3M | +15.4% | +31.9% | -16.5% | +11.6% |
| 6M | +25.0% | +68.5% | -43.5% | +16.5% |
| YTD | +27.2% | +29.5% | -2.3% | +22.8% |
| 1Y | +24.6% | -11.6% | +36.2% | +27.2% |
| All | +13.7% | +85.1% | -71.4% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTNX.
Daily Out/Under-Performance
Portfolio return minus NTNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTNX 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 NTNX 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