+34.7%
SWK vs NTR
+43.1%
-8.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +0.8% |
| 7D | -0.4% | +8.1% | -8.6% | +0.3% |
| 30D | -5.7% | +18.8% | -24.5% | -4.2% |
| 3M | +24.1% | +16.2% | +7.9% | +26.1% |
| 6M | +24.7% | +9.8% | +15.0% | +25.5% |
| YTD | +33.9% | +30.9% | +3.1% | +32.1% |
| 1Y | +34.7% | +41.8% | -7.1% | +31.7% |
| All | +34.7% | +43.1% | -8.4% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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