+78.3%
SWK vs NTR
+24.1%
+54.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.7% |
| 7D | -2.3% | -0.6% | -1.7% | -2.3% |
| 30D | +30.4% | +5.4% | +25.1% | +30.6% |
| 3M | +12.1% | +7.3% | +4.8% | +12.9% |
| 6M | +49.1% | +2.2% | +46.9% | +50.1% |
| YTD | +60.4% | +18.9% | +41.6% | +53.3% |
| 1Y | +78.3% | +23.7% | +54.6% | +66.5% |
| All | +78.3% | +24.1% | +54.2% | +66.5% |
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