+85.2%
SWK vs NVDX
-27.2%
+112.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -6.2% | +19.3% | +13.4% |
| 7D | +17.9% | -14.1% | +32.0% | +19.0% |
| 30D | +31.9% | -31.3% | +63.3% | +35.4% |
| 3M | +16.6% | -16.2% | +32.7% | +17.4% |
| 6M | +61.1% | -11.9% | +73.0% | +60.6% |
| YTD | +64.2% | -9.4% | +73.6% | +59.3% |
| 1Y | +85.2% | -23.9% | +109.1% | +79.0% |
| All | +85.2% | -27.2% | +112.4% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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